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Morton Brown Family Wealth, LLC: MUNI position timeline

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

Morton Brown Family Wealth, LLC held 189,849 MUNI 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 189,849 shares
    Change vs previous 13F +9,207 shares

    2.26% of the 13F portfolio, value $9,986,061.

    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 180,642 shares
    Change vs previous 13F +10,466 shares

    2.49% of the 13F portfolio, value $9,427,703.

    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 170,176 shares
    Change vs previous 13F -7,547 shares

    2.43% of the 13F portfolio, value $8,918,941.

    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 177,723 shares
    Change vs previous 13F -15,007 shares

    2.67% of the 13F portfolio, value $9,291,346.

    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 192,730 shares
    Change vs previous 13F +23,625 shares

    3.01% of the 13F portfolio, value $9,898,615.

    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 169,105 shares
    Change vs previous 13F +27,671 shares

    2.96% of the 13F portfolio, value $8,717,382.

    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 141,434 shares
    Change vs previous 13F +24,587 shares

    2.55% of the 13F portfolio, value $7,316,392.

    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 116,847 shares
    Change vs previous 13F not available

    2.2% of the 13F portfolio, value $6,190,536.

    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).