Morton Brown Family Wealth, LLC
Position in UTG — Reaves Utility Income Fund
CIK 1909851
ALLENTOWN, PA
Position in UTG
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$6,284
+$541 QoQ
Shares Held
160
+1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UTG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Morton Brown Family Wealth, LLC holds $105,975 across 8 Asset Management names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMP |
Ameriprise Financial Inc
|
160 | $73,401 | |
| 2 | STT |
State Street Corp
|
112 | $18,995 | |
| 3 | ADX |
Adams Diversified Equity Fund, Inc.
|
194 | $4,956 | |
| 4 | PHYS |
Sprott Physical Gold Trust
|
116 | $3,499 | |
| 5 | RJF |
Raymond James Financial Inc
|
16 | $2,432 | |
| 6 | BN |
BROOKFIELD Corp /ON/
|
30 | $1,277 | |
| 7 | BLK |
BlackRock, Inc.
|
1 | $961 | |
| 8 | TROW |
Price T Rowe Group Inc
|
4 | $454 |
All Filings in UTG
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,284 | 160 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $5,743 | 157 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $6,141 | 155 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $5,535 | 153 | Shares | Sole | 2025-07-24 | |
| No filing history on record for this holder in this stock. | ||||||