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Morton Brown Family Wealth, LLC: HDV position timeline

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

Morton Brown Family Wealth, LLC held 107,643 HDV 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 107,643 shares
    Change vs previous 13F +85,540 shares

    0.67% of the 13F portfolio, value $2,950,503.

    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 22,103 shares
    Change vs previous 13F -619 shares

    0.79% of the 13F portfolio, value $2,999,861.

    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 22,722 shares
    Change vs previous 13F -485 shares

    0.75% of the 13F portfolio, value $2,763,260.

    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 23,207 shares
    Change vs previous 13F -246 shares

    0.82% of the 13F portfolio, value $2,841,735.

    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 23,453 shares
    Change vs previous 13F 0 shares

    0.84% of the 13F portfolio, value $2,748,024.

    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 23,453 shares
    Change vs previous 13F -147 shares

    0.97% of the 13F portfolio, value $2,840,665.

    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 23,600 shares
    Change vs previous 13F -1,343 shares

    0.92% of the 13F portfolio, value $2,649,371.

    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 24,943 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $2,933,841.

    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).