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Morton Brown Family Wealth, LLC: MUB position timeline

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

Morton Brown Family Wealth, LLC held 202,817 MUB 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 202,817 shares
    Change vs previous 13F +27,462 shares

    4.95% of the 13F portfolio, value $21,827,151.

    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 175,355 shares
    Change vs previous 13F +4,124 shares

    4.92% of the 13F portfolio, value $18,613,984.

    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 171,231 shares
    Change vs previous 13F +17,341 shares

    4.99% of the 13F portfolio, value $18,340,564.

    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 153,890 shares
    Change vs previous 13F -23,200 shares

    4.7% of the 13F portfolio, value $16,387,702.

    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 177,090 shares
    Change vs previous 13F -34,582 shares

    5.63% of the 13F portfolio, value $18,502,394.

    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 211,672 shares
    Change vs previous 13F +11,748 shares

    7.59% of the 13F portfolio, value $22,318,709.

    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 199,924 shares
    Change vs previous 13F +12,513 shares

    7.42% of the 13F portfolio, value $21,301,916.

    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 187,411 shares
    Change vs previous 13F not available

    7.24% of the 13F portfolio, value $20,358,486.

    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).