Morton Brown Family Wealth, LLC
Position in WPM — Wheaton Precious Metals Corp.
CIK 1909851
ALLENTOWN, PA
Position in WPM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$40,210
-$6,691 QoQ
Shares Held
358
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#754
of 849 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WPM Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Jun 30, 2026Morton Brown Family Wealth, LLC holds $55,769 across 3 Gold names. WPM ranks #1 (72.1% of the industry book) .
All Filings in WPM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,210 | 358 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $46,901 | 358 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $42,072 | 358 | Shares | Sole | 2026-01-28 | |
| No filing history on record for this holder in this stock. | ||||||