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Morton Brown Family Wealth, LLC: VCSH position timeline

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

Morton Brown Family Wealth, LLC held 76,544 VCSH 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 76,544 shares
    Change vs previous 13F +6,650 shares

    1.37% of the 13F portfolio, value $6,049,236.

    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 69,894 shares
    Change vs previous 13F +2,115 shares

    1.46% of the 13F portfolio, value $5,540,516.

    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 67,779 shares
    Change vs previous 13F +9,574 shares

    1.47% of the 13F portfolio, value $5,404,006.

    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 58,205 shares
    Change vs previous 13F +6,189 shares

    1.34% of the 13F portfolio, value $4,652,316.

    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 52,016 shares
    Change vs previous 13F +1,940 shares

    1.26% of the 13F portfolio, value $4,135,279.

    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 50,076 shares
    Change vs previous 13F +3,770 shares

    1.34% of the 13F portfolio, value $3,953,002.

    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 46,306 shares
    Change vs previous 13F +4,259 shares

    1.26% of the 13F portfolio, value $3,612,327.

    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 42,047 shares
    Change vs previous 13F not available

    1.19% of the 13F portfolio, value $3,339,355.

    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).