Position in HUM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$4,766
+$3,033 QoQ
Shares Held
12
+20.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#853
of 919 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HUM Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Morton Brown Family Wealth, LLC holds $30,224 across 3 Healthcare Plans names. HUM ranks #3 (15.8% of the industry book) .
All Filings in HUM
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,766 | 12 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,733 | 10 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,561 | 10 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $2,601 | 10 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,444 | 10 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $2,646 | 10 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $2,537 | 10 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $3,167 | 10 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $3,736 | 10 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $3,467 | 10 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $4,578 | 10 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $4,865 | 10 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $4,471 | 10 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $6,796 | 14 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $5,121 | 10 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $4,851 | 10 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $4,680 | 10 | Shares | Sole | 2022-07-21 | |
| No filing history on record for this holder in this stock. | ||||||