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Morton Brown Family Wealth, LLC: AVUV position timeline

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

Morton Brown Family Wealth, LLC held 246,862 AVUV 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 246,862 shares
    Change vs previous 13F +14,332 shares

    6.98% of the 13F portfolio, value $30,798,560.

    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 232,530 shares
    Change vs previous 13F +7,081 shares

    6.79% of the 13F portfolio, value $25,687,610.

    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 225,449 shares
    Change vs previous 13F +13,502 shares

    6.26% of the 13F portfolio, value $22,991,252.

    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 211,947 shares
    Change vs previous 13F +1,554 shares

    6.05% of the 13F portfolio, value $21,095,075.

    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 210,393 shares
    Change vs previous 13F +2,006 shares

    5.83% of the 13F portfolio, value $19,166,802.

    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 208,387 shares
    Change vs previous 13F +19,512 shares

    6.17% of the 13F portfolio, value $18,165,095.

    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 188,875 shares
    Change vs previous 13F +11,440 shares

    6.35% of the 13F portfolio, value $18,232,083.

    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 177,435 shares
    Change vs previous 13F not available

    6.05% of the 13F portfolio, value $17,024,858.

    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).