Morton Brown Family Wealth, LLC quarter change: USA Stocks, Sold out
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Morton Brown Family Wealth, LLC opened 132 positions, added to 66, reduced 20, sold out of 8 and left 67 unchanged. The largest increase in value was VLGEA (+$313,053); the largest decrease was XOMXXXX (-$195,434).
- XOMXXXX: Country of operation —; Class Stock; Shares 2026-03-31 1,152; Shares 2026-06-30 0.
- ABNB: Country of operation United States; Class Stock; Shares 2026-03-31 150; Shares 2026-06-30 0.
- VZ: Country of operation United States; Class Stock; Shares 2026-03-31 324; Shares 2026-06-30 0.
- OKLO: Country of operation United States; Class Stock; Shares 2026-03-31 300; 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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