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Morton Brown Family Wealth, LLC: VEA position timeline

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

Morton Brown Family Wealth, LLC held 532,635 VEA 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 532,635 shares
    Change vs previous 13F +25,118 shares

    8.6% of the 13F portfolio, value $37,950,272.

    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 507,517 shares
    Change vs previous 13F +15,609 shares

    8.59% of the 13F portfolio, value $32,521,706.

    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 491,908 shares
    Change vs previous 13F +7,124 shares

    8.37% of the 13F portfolio, value $30,729,468.

    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 484,784 shares
    Change vs previous 13F +2,477 shares

    8.34% of the 13F portfolio, value $29,048,250.

    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 482,307 shares
    Change vs previous 13F +42,503 shares

    8.36% of the 13F portfolio, value $27,496,335.

    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 439,804 shares
    Change vs previous 13F +16,197 shares

    7.6% of the 13F portfolio, value $22,355,238.

    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 423,607 shares
    Change vs previous 13F +21,121 shares

    7.06% of the 13F portfolio, value $20,256,902.

    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 402,486 shares
    Change vs previous 13F not available

    7.55% of the 13F portfolio, value $21,255,292.

    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).