Morton Brown Family Wealth, LLC quarter change: USA ETF, Sold out
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Morton Brown Family Wealth, LLC opened 2 positions, added to 38, reduced 18, sold out of 1 and left 66 unchanged. The largest increase in value was SCHB (+$22,564,795); the largest decrease was IJH (-$105,720).
- UTG: Country of operation —; Class CEF; Shares 2026-03-31 160; Shares 2026-06-30 0.
Two Form 13F-HR filings compared (SEC CIK 1909851): 2026-03-31 (filed 2026-04-21) and 2026-06-30 (filed 2026-07-21). 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; share change is the position change.
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