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Morton Brown Family Wealth, LLC: BNDX position timeline

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

Morton Brown Family Wealth, LLC held 256,559 BNDX 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 256,559 shares
    Change vs previous 13F +20,076 shares

    2.82% of the 13F portfolio, value $12,425,146.

    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 236,483 shares
    Change vs previous 13F +10,084 shares

    3% of the 13F portfolio, value $11,363,029.

    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 226,399 shares
    Change vs previous 13F +34,372 shares

    2.98% of the 13F portfolio, value $10,939,577.

    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 192,027 shares
    Change vs previous 13F +22,515 shares

    2.73% of the 13F portfolio, value $9,497,652.

    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 169,512 shares
    Change vs previous 13F +8,742 shares

    2.55% of the 13F portfolio, value $8,392,534.

    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 160,770 shares
    Change vs previous 13F +13,792 shares

    2.67% of the 13F portfolio, value $7,848,797.

    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 146,978 shares
    Change vs previous 13F +16,689 shares

    2.51% of the 13F portfolio, value $7,209,248.

    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 130,289 shares
    Change vs previous 13F not available

    2.33% of the 13F portfolio, value $6,550,918.

    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).