Position in CAVA
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$3,924
-$121 QoQ
Shares Held
50
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#480
of 535 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CAVA Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Morton Brown Family Wealth, LLC holds $481,716 across 5 Restaurants names. CAVA ranks #4 (0.8% of the industry book) .
All Filings in CAVA
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,924 | 50 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $4,045 | 50 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,934 | 50 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $3,020 | 50 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $4,211 | 50 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $4,320 | 50 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $5,640 | 50 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $6,192 | 50 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $4,637 | 50 | Shares | Sole | 2024-07-30 | |
| No filing history on record for this holder in this stock. | ||||||