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Morton Brown Family Wealth, LLC: ESGU position timeline

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

Morton Brown Family Wealth, LLC held 7,250 ESGU 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 7,250 shares
    Change vs previous 13F -38 shares

    0.27% of the 13F portfolio, value $1,186,608.

    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 7,288 shares
    Change vs previous 13F -374 shares

    0.27% of the 13F portfolio, value $1,030,669.

    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 7,662 shares
    Change vs previous 13F -280 shares

    0.31% of the 13F portfolio, value $1,141,485.

    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 7,942 shares
    Change vs previous 13F 0 shares

    0.33% of the 13F portfolio, value $1,156,355.

    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 7,942 shares
    Change vs previous 13F +5 shares

    0.33% of the 13F portfolio, value $1,074,553.

    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 7,937 shares
    Change vs previous 13F +4 shares

    0.33% of the 13F portfolio, value $967,600.

    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 7,933 shares
    Change vs previous 13F -598 shares

    0.36% of the 13F portfolio, value $1,021,929.

    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 8,531 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $1,076,442.

    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).