Morton Brown Family Wealth, LLC CNF CNFINANCE HLDGS LTD SPON ADS

Ownership history in Morton Brown Family Wealth, LLC  ·  19 quarters on record

AI Ownership Summary

Morton Brown Family Wealth, LLC reported CNFINANCE HLDGS LTD SPON ADS (CNF) in 19 quarterly 13F filings from 2024 Q1 through 2026 Q2. The latest visible filing shows CNF at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CNF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Morton Brown Family Wealth, LLC's position in CNFINANCE HLDGS LTD SPON ADS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

CNF was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Morton Brown Family Wealth, LLC held CNF — position size vs. price
% of Fund (quarterly)    CNF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED 25 0% 0.00% $69 2026-07-21 $2.37
2026 Q1 UNCHANGED 25 0% 0.00% $98 2026-04-21 $3.43
2025 Q4 UNCHANGED 25 0% 0.00% $151 2026-01-28 $5.76
2025 Q3 REDUCED 90.0% +53.0% 25 -225 -90.0% 0.00% $105 2025-10-21 $4.89
2025 Q2 UNCHANGED 250 0% 0.00% $163 2025-07-24 $7.00
2025 Q1 UNCHANGED 250 0% 0.00% $195 2025-04-25 $6.60
2024 Q4 UNCHANGED 250 0% 0.00% $238 2025-01-31 $12.30
2024 Q3 UNCHANGED 250 0% 0.00% $313 2024-10-24 $13.60
2024 Q2 UNCHANGED 250 0% 0.00% $280 2024-07-30 $11.10
2024 Q1 UNCHANGED 250 0% 0.00% $518 2024-04-23 $18.40
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding CNF

As of 2026 Q2 — sorted by position size

Byrne Asset Management LLC 3Y 0.0%

FAQ About Morton Brown Family Wealth, LLC and CNF

These are the practical questions this page is built to answer before you even open the full history table.

How long has Morton Brown Family Wealth, LLC reported owning CNF?

Morton Brown Family Wealth, LLC reported CNF across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported CNF position in Morton Brown Family Wealth, LLC's portfolio?

The largest reported portfolio weight for CNF was 0.00% in 2024 Q1.

What is the latest reported CNF position on this page?

The most recent filing on this page is 2026 Q2, when Morton Brown Family Wealth, LLC reported 25 shares, equal to 0.00% of portfolio, with an estimated market value of $69.

What does the chart on this CNF ownership page compare?

The chart compares Morton Brown Family Wealth, LLC's quarterly CNF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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