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Morton Brown Family Wealth, LLC: AVDV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Morton Brown Family Wealth, LLC on AVDV, newest first. How the timeline and the estimate are built.

Morton Brown Family Wealth, LLC held 255,151 AVDV shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 255,151 shares
    Change vs previous 13F +13,684 shares

    5.96% of the 13F portfolio, value $26,293,299.

    13F-HR 0001909851-26-000003 filed by Morton Brown Family Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 241,467 shares
    Change vs previous 13F +5,928 shares

    6.37% of the 13F portfolio, value $24,112,945.

    13F-HR 0001909851-26-000002 filed by Morton Brown Family Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 235,539 shares
    Change vs previous 13F -1,408 shares

    6.03% of the 13F portfolio, value $22,133,566.

    13F-HR 0001909851-26-000001 filed by Morton Brown Family Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 236,947 shares
    Change vs previous 13F -861 shares

    6.05% of the 13F portfolio, value $21,095,423.

    13F-HR 0001909851-25-000007 filed by Morton Brown Family Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 237,808 shares
    Change vs previous 13F +21,564 shares

    5.74% of the 13F portfolio, value $18,853,381.

    13F-HR 0001909851-25-000004 filed by Morton Brown Family Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 216,244 shares
    Change vs previous 13F +14,746 shares

    5.13% of the 13F portfolio, value $15,080,828.

    13F-HR 0001909851-25-000002 filed by Morton Brown Family Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 201,498 shares
    Change vs previous 13F +31,692 shares

    4.57% of the 13F portfolio, value $13,113,522.

    13F-HR 0001909851-25-000001 filed by Morton Brown Family Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 169,806 shares
    Change vs previous 13F not available

    4.26% of the 13F portfolio, value $12,000,190.

    13F-HR 0001909851-24-000005 filed by Morton Brown Family Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).