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Morton Brown Family Wealth, LLC: SCHC position timeline

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

Morton Brown Family Wealth, LLC held 68,674 SCHC 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 68,674 shares
    Change vs previous 13F -108 shares

    0.75% of the 13F portfolio, value $3,304,593.

    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 68,782 shares
    Change vs previous 13F -1,064 shares

    0.85% of the 13F portfolio, value $3,214,871.

    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 69,846 shares
    Change vs previous 13F -4,970 shares

    0.87% of the 13F portfolio, value $3,180,088.

    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 74,816 shares
    Change vs previous 13F -776 shares

    0.98% of the 13F portfolio, value $3,404,873.

    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 75,592 shares
    Change vs previous 13F +2,063 shares

    0.98% of the 13F portfolio, value $3,219,460.

    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 73,529 shares
    Change vs previous 13F -6,957 shares

    0.9% of the 13F portfolio, value $2,638,218.

    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 80,486 shares
    Change vs previous 13F -34,345 shares

    0.96% of the 13F portfolio, value $2,763,084.

    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 114,831 shares
    Change vs previous 13F not available

    1.57% of the 13F portfolio, value $4,424,438.

    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).