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Morton Brown Family Wealth, LLC: AVEM position timeline

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

Morton Brown Family Wealth, LLC held 480,549 AVEM 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 480,549 shares
    Change vs previous 13F +15,240 shares

    10.51% of the 13F portfolio, value $46,368,137.

    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 465,309 shares
    Change vs previous 13F +10,704 shares

    9.91% of the 13F portfolio, value $37,494,580.

    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 454,605 shares
    Change vs previous 13F -5,087 shares

    9.53% of the 13F portfolio, value $35,013,690.

    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 459,692 shares
    Change vs previous 13F -2,379 shares

    9.91% of the 13F portfolio, value $34,527,481.

    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 462,071 shares
    Change vs previous 13F +35,484 shares

    9.63% of the 13F portfolio, value $31,670,378.

    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 426,587 shares
    Change vs previous 13F +16,836 shares

    8.72% of the 13F portfolio, value $25,667,726.

    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 409,751 shares
    Change vs previous 13F +20,179 shares

    8.4% of the 13F portfolio, value $24,089,277.

    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 389,572 shares
    Change vs previous 13F not available

    8.94% of the 13F portfolio, value $25,166,367.

    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).