Position in FLS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$315,105
+$2,762 QoQ
Shares Held
4,249
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#381
of 583 holders
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FLS Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Keudell/Morrison Wealth Management holds $1,328,854 across 4 Specialty Industrial Machinery names. FLS ranks #2 (23.7% of the industry book) .
All Filings in FLS
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $315,105 | 4,249 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $312,343 | 4,249 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $300,970 | 4,338 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $227,094 | 4,338 | Shares | Sole | 2025-07-22 | |
| No filing history on record for this holder in this stock. | ||||||