Keudell/Morrison Wealth Management

Q4 2025 13F Holdings Report, Options Holdings

Signature - Title
Amanda Shine - Chief Compliance Officer
Location
Salem, OR
Options holdings as of
31 Dec 2025
Notional value
$0
Number of holdings
0
Filing time
06 Feb 2026, 17:22:03 UTC
Description
All US holdings of this investor are reported in this report.
Previous filing
Q2 2025 - 22 Jul 2025
Stock holdings
Showing options holdings, see here for stock holdings

Keudell/Morrison Wealth Management didn't report any options holdings as of Q4 2025. Check stock holdings.

Filing 2025 Q4 compared to 2025 Q2 by default. Changes are calculated vs the previous SEC filing.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Amanda Shine Chief Compliance Officer Salem, Oregon 06 Feb 2026