Position in SOLV
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$9,643
+$1,481 QoQ
Shares Held
125
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#691
of 873 holders
Holding Since
Jun 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SOLV Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Morton Brown Family Wealth, LLC holds $17,557 across 3 Medical Instruments & Supplies names. SOLV ranks #1 (54.9% of the industry book) .
All Filings in SOLV
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,643 | 125 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $8,162 | 125 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $9,905 | 125 | Shares | Sole | 2026-01-28 | |
| 2024-12-31 | $1,651 | 25 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,743 | 25 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,322 | 25 | Shares | Sole | 2024-07-30 | |
| No filing history on record for this holder in this stock. | ||||||