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Morton Brown Family Wealth, LLC: BGRN position timeline

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

Morton Brown Family Wealth, LLC held 5,202 BGRN 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 5,202 shares
    Change vs previous 13F +325 shares

    0.06% of the 13F portfolio, value $246,952.

    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 4,877 shares
    Change vs previous 13F +1,172 shares

    0.06% of the 13F portfolio, value $231,519.

    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 3,705 shares
    Change vs previous 13F +168 shares

    0.05% of the 13F portfolio, value $177,602.

    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 3,537 shares
    Change vs previous 13F +10 shares

    0.05% of the 13F portfolio, value $170,229.

    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 3,527 shares
    Change vs previous 13F +75 shares

    0.05% of the 13F portfolio, value $168,132.

    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 3,452 shares
    Change vs previous 13F +154 shares

    0.06% of the 13F portfolio, value $163,487.

    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 3,298 shares
    Change vs previous 13F +1,235 shares

    0.05% of the 13F portfolio, value $153,753.

    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 2,063 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $99,725.

    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).