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Morton Brown Family Wealth, LLC: ESGD position timeline

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

Morton Brown Family Wealth, LLC held 6,229 ESGD 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 6,229 shares
    Change vs previous 13F +8 shares

    0.15% of the 13F portfolio, value $640,403.

    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 6,221 shares
    Change vs previous 13F -381 shares

    0.16% of the 13F portfolio, value $594,852.

    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 6,602 shares
    Change vs previous 13F -5 shares

    0.17% of the 13F portfolio, value $627,784.

    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 6,607 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $614,319.

    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 6,607 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $589,477.

    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 6,607 shares
    Change vs previous 13F +13 shares

    0.18% of the 13F portfolio, value $539,726.

    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 6,594 shares
    Change vs previous 13F -414 shares

    0.17% of the 13F portfolio, value $502,067.

    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 7,008 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $589,863.

    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).