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Morton Brown Family Wealth, LLC: SCHB position timeline

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

Morton Brown Family Wealth, LLC held 4,261,509 SCHB 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 4,261,509 shares
    Change vs previous 13F +243,641 shares

    27.98% of the 13F portfolio, value $123,413,293.

    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 4,017,868 shares
    Change vs previous 13F +170,427 shares

    26.65% of the 13F portfolio, value $100,848,498.

    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 3,847,441 shares
    Change vs previous 13F +18,364 shares

    27.48% of the 13F portfolio, value $100,918,388.

    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 3,829,077 shares
    Change vs previous 13F -4,855 shares

    28.25% of the 13F portfolio, value $98,445,568.

    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 3,833,932 shares
    Change vs previous 13F +151,170 shares

    27.79% of the 13F portfolio, value $91,362,589.

    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 3,682,762 shares
    Change vs previous 13F +112,188 shares

    26.95% of the 13F portfolio, value $79,289,863.

    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 3,570,574 shares
    Change vs previous 13F +2,417,439 shares

    28.25% of the 13F portfolio, value $81,052,032.

    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 1,153,135 shares
    Change vs previous 13F not available

    27.26% of the 13F portfolio, value $76,706,548.

    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).