Position in ICLR
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$5,211
+$1,892 QoQ
Shares Held
30
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#377
of 422 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ICLR Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026Morton Brown Family Wealth, LLC holds $19,915 across 6 Diagnostics & Research names. ICLR ranks #2 (26.2% of the industry book) .
All Filings in ICLR
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,211 | 30 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $3,319 | 30 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $5,466 | 30 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $5,250 | 30 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $6,545 | 45 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $7,874 | 45 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $9,436 | 45 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $12,928 | 45 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $14,106 | 45 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $5,039 | 15 | Shares | Sole | 2024-04-23 | |
| No filing history on record for this holder in this stock. | ||||||