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Brown Financial Advisors: BBUS position timeline

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

Brown Financial Advisors held 4,046 BBUS 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 4,046 shares
    Change vs previous 13F +228 shares

    0.19% of the 13F portfolio, value $545,077.

    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 3,818 shares
    Change vs previous 13F +1,205 shares

    0.17% of the 13F portfolio, value $447,393.

    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 2,613 shares
    Change vs previous 13F -54 shares

    0.12% of the 13F portfolio, value $322,209.

    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 2,667 shares
    Change vs previous 13F -28,442 shares

    0.12% of the 13F portfolio, value $321,800.

    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 31,109 shares
    Change vs previous 13F -498 shares

    1.36% of the 13F portfolio, value $3,481,719.

    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 31,607 shares
    Change vs previous 13F not available

    1.31% of the 13F portfolio, value $3,188,830.

    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).