Morton Brown Family Wealth, LLC historic quarter change: USA Stocks, Sold out
In share positions in stocks (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Morton Brown Family Wealth, LLC opened 295 positions, added to 274, reduced 178 and sold out of 168.
- Q2 2026: Stock XOMXXXX; Country of operation —; Class Stock; Shares before 1,152.
- Q2 2026: Stock ABNB; Country of operation United States; Class Stock; Shares before 150.
- Q2 2026: Stock VZ; Country of operation United States; Class Stock; Shares before 324.
- Q2 2026: Stock OKLO; Country of operation United States; Class Stock; Shares before 300.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1909851), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-21); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-21); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-28); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-21); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-24); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-25); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-31); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-24); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-30); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-23). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2021-12-31.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| LEGACY FINANCIAL GROUP, INC. | United States | $0.378B | 89 |
| Bare Financial Services, Inc | United States | $0.378B | 2,857 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | United States | $0.378B | 138 |
| Ifrah Financial Services, Inc. | United States | $0.378B | 200 |
| Highland Financial Advisors, LLC | United States | $0.379B | 67 |
| VISTA INVESTMENT PARTNERS LLC | United States | $0.378B | 169 |
| Progressive Investment Management Corp | United States | $0.379B | 58 |
| Anchorage Capital Advisors, L.P. | United States | $0.378B | 6 |
| Fairway Wealth LLC | United States | $0.379B | 192 |
| MPS Loria Financial Planners, LLC | United States | $0.379B | 94 |