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Morton Brown Family Wealth, LLC: SCHR position timeline

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

Morton Brown Family Wealth, LLC held 762,960 SCHR 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 762,960 shares
    Change vs previous 13F +61,254 shares

    4.27% of the 13F portfolio, value $18,814,583.

    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 701,706 shares
    Change vs previous 13F +26,372 shares

    4.62% of the 13F portfolio, value $17,479,500.

    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 675,334 shares
    Change vs previous 13F +91,143 shares

    4.61% of the 13F portfolio, value $16,937,370.

    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 584,191 shares
    Change vs previous 13F +34,707 shares

    4.21% of the 13F portfolio, value $14,680,711.

    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 549,484 shares
    Change vs previous 13F +52,336 shares

    4.18% of the 13F portfolio, value $13,753,580.

    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 497,148 shares
    Change vs previous 13F +35,435 shares

    4.2% of the 13F portfolio, value $12,359,107.

    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 461,713 shares
    Change vs previous 13F +243,393 shares

    3.91% of the 13F portfolio, value $11,215,017.

    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 218,320 shares
    Change vs previous 13F not available

    3.93% of the 13F portfolio, value $11,046,988.

    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).