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Disclosery

Brendel Financial Advisors LLC: BRO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Brendel Financial Advisors LLC on BRO, newest first. How the timeline and the estimate are built.

Brendel Financial Advisors LLC held 0 BRO shares at 2026-03-31 per its 13F-HR filed 2026-04-15.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -2,943 shares

    13F-HR 0001768065-26-000002 filed by Brendel Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 2,943 shares
    Change vs previous 13F -172 shares

    0.12% of the 13F portfolio, value $234,558.

    13F-HR 0001768065-26-000001 filed by Brendel Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 3,115 shares
    Change vs previous 13F -163 shares

    0.15% of the 13F portfolio, value $292,156.

    13F-HR 0001768065-25-000006 filed by Brendel Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 3,278 shares
    Change vs previous 13F -30,836 shares

    0.2% of the 13F portfolio, value $363,000.

    13F-HR 0001768065-25-000004 filed by Brendel Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 34,114 shares
    Change vs previous 13F -450 shares

    2.58% of the 13F portfolio, value $4,244,000.

    13F-HR 0001768065-25-000003 filed by Brendel Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 34,564 shares
    Change vs previous 13F -1,494 shares

    2.13% of the 13F portfolio, value $3,526,000.

    13F-HR 0001768065-25-000001 filed by Brendel Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 36,058 shares
    Change vs previous 13F not available

    2.12% of the 13F portfolio, value $3,736,000.

    13F-HR 0001768065-24-000005 filed by Brendel Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).