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Morton Brown Family Wealth, LLC: SUB position timeline

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

Morton Brown Family Wealth, LLC held 55,545 SUB 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 55,545 shares
    Change vs previous 13F +444 shares

    1.34% of the 13F portfolio, value $5,913,923.

    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 55,101 shares
    Change vs previous 13F +1,297 shares

    1.55% of the 13F portfolio, value $5,868,304.

    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 53,804 shares
    Change vs previous 13F -3,910 shares

    1.56% of the 13F portfolio, value $5,740,865.

    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 57,714 shares
    Change vs previous 13F -2,086 shares

    1.77% of the 13F portfolio, value $6,162,648.

    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 59,800 shares
    Change vs previous 13F -4,378 shares

    1.93% of the 13F portfolio, value $6,359,102.

    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 64,178 shares
    Change vs previous 13F +4,660 shares

    2.3% of the 13F portfolio, value $6,777,208.

    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 59,518 shares
    Change vs previous 13F -5,225 shares

    2.19% of the 13F portfolio, value $6,277,928.

    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 64,743 shares
    Change vs previous 13F not available

    2.44% of the 13F portfolio, value $6,875,081.

    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).