Skip to content
Disclosery

Morton Brown Family Wealth, LLC: SPHY position timeline

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

Morton Brown Family Wealth, LLC held 8,938 SPHY 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 8,938 shares
    Change vs previous 13F +156 shares

    0.05% of the 13F portfolio, value $209,504.

    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 8,782 shares
    Change vs previous 13F +102 shares

    0.05% of the 13F portfolio, value $204,796.

    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 8,680 shares
    Change vs previous 13F +1,242 shares

    0.06% of the 13F portfolio, value $205,446.

    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 7,438 shares
    Change vs previous 13F +2,238 shares

    0.05% of the 13F portfolio, value $178,076.

    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 5,200 shares
    Change vs previous 13F +98 shares

    0.04% of the 13F portfolio, value $123,759.

    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 5,102 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $119,492.

    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).