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Brown Financial Advisors: BKR position timeline

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

Brown Financial Advisors held 16,541 BKR 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 16,541 shares
    Change vs previous 13F -1,322 shares

    0.32% of the 13F portfolio, value $918,026.

    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 17,863 shares
    Change vs previous 13F -6,450 shares

    0.41% of the 13F portfolio, value $1,090,536.

    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 24,313 shares
    Change vs previous 13F -2,235 shares

    0.41% of the 13F portfolio, value $1,107,214.

    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 26,548 shares
    Change vs previous 13F -335 shares

    0.48% of the 13F portfolio, value $1,293,419.

    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 26,883 shares
    Change vs previous 13F +5,066 shares

    0.4% of the 13F portfolio, value $1,030,694.

    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 21,817 shares
    Change vs previous 13F +1,826 shares

    0.4% of the 13F portfolio, value $958,857.

    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 19,991 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $820,031.

    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).