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Morton Brown Family Wealth, LLCETFConcentrated long-term

CIK: 0001909851 | ALLENTOWN, PA

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR412$449.6M2026-10-23SEC ↗
Q2 2026
13F-HR416$441.1M2026-07-21SEC ↗
Q1 2026
13F-HR292$378.4M2026-04-21SEC ↗
Q4 2025
13F-HR294$367.3M2026-01-28SEC ↗
Q3 2025
13F-HR264$348.5M2025-10-21SEC ↗
Q2 2025
13F-HR319$328.7M2025-07-24SEC ↗
Q1 2025
13F-HR324$294.2M2025-04-25SEC ↗
Q4 2024
13F-HR284$286.9M2025-01-31SEC ↗
Q3 2024
13F-HR271$281.4M2024-10-24SEC ↗
Q2 2024
13F-HR221$253.3M2024-07-30SEC ↗
Q1 2024
13F-HR216$242.3M2024-04-23SEC ↗
Q4 2023
13F-HR288$228.2M2024-01-29SEC ↗
Q3 2023
13F-HR179$195.6M2023-10-18SEC ↗
Q2 2023
13F-HR173$187.3M2023-07-25SEC ↗
Q1 2023
13F-HR294$167.7M2023-04-26SEC ↗
Q4 2022
13F-HR171$146.7M2023-02-02SEC ↗
Q3 2022
13F-HR216$209.4K2022-10-31SEC ↗
Q2 2022
13F-HR309$161.1K2022-07-21SEC ↗
Q1 2022
13F-HR159$186.3K2022-04-20SEC ↗
Q4 2021
13F-HR242$189.4K2022-02-11SEC ↗