Morton Brown Family Wealth, LLC

All 13F Portfolio Filings

Most recent 13F
Q2 2023
Location
Allentown, PA
CIK
0001909851
All SEC filings
View on sec.gov
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q2 2023 173 187,287 13F-HR 7/25/2023 000190985123000003 Morton Brown Family Wealth, LLC
Q1 2023 294 167,690 13F-HR 4/25/2023 000190985123000002 Morton Brown Family Wealth, LLC
Q4 2022 171 146,666 13F-HR 2/1/2023 000190985123000001 Morton Brown Family Wealth, LLC
Q3 2022 216 125,479 13F-HR 10/31/2022 000190985122000004 Morton Brown Family Wealth, LLC
Q2 2022 309 129,106 13F-HR 7/20/2022 000190985122000003 Morton Brown Family Wealth, LLC
Q1 2022 146 132,340 13F-HR 4/19/2022 000190985122000002 Morton Brown Family Wealth, LLC
Q4 2021 229 130,501 13F-HR 2/10/2022 000190985122000001 Morton Brown Family Wealth, LLC