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Brown Financial Advisors: BBBS position timeline

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

Brown Financial Advisors held 54,449 BBBS shares at 2026-06-30 per its 13F-HR filed 2026-08-26.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 54,449 shares
    Change vs previous 13F -19,126 shares

    0.97% of the 13F portfolio, value $2,779,350.

    13F-HR 0002035548-26-000006 filed by Brown Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 73,575 shares
    Change vs previous 13F +17,314 shares

    1.43% of the 13F portfolio, value $3,762,994.

    13F-HR 0002035548-26-000002 filed by Brown Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 56,261 shares
    Change vs previous 13F +409 shares

    1.06% of the 13F portfolio, value $2,896,316.

    13F-HR 0002035548-26-000001 filed by Brown Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 55,852 shares
    Change vs previous 13F +2,458 shares

    1.07% of the 13F portfolio, value $2,887,828.

    13F-HR 0002035548-25-000005 filed by Brown Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 53,394 shares
    Change vs previous 13F -1,177 shares

    1.07% of the 13F portfolio, value $2,744,452.

    13F-HR 0002035548-25-000003 filed by Brown Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 54,571 shares
    Change vs previous 13F -3,703 shares

    1.15% of the 13F portfolio, value $2,785,850.

    13F-HR 0002035548-25-000002 filed by Brown Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 58,274 shares
    Change vs previous 13F -20,119 shares

    1.18% of the 13F portfolio, value $2,943,723.

    13F-HR 0002035548-25-000001 filed by Brown Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 78,393 shares
    Change vs previous 13F not available

    1.66% of the 13F portfolio, value $4,037,349.

    13F-HR 0002035548-24-000003 filed by Brown Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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