Skip to content
Disclosery

Brown Financial Advisors: EXR position timeline

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

Brown Financial Advisors held 7,246 EXR 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 7,246 shares
    Change vs previous 13F -761 shares

    0.37% of the 13F portfolio, value $1,052,844.

    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 8,007 shares
    Change vs previous 13F -1,210 shares

    0.4% of the 13F portfolio, value $1,049,958.

    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 9,217 shares
    Change vs previous 13F -1,465 shares

    0.44% of the 13F portfolio, value $1,200,238.

    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 10,682 shares
    Change vs previous 13F -972 shares

    0.56% of the 13F portfolio, value $1,505,521.

    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 11,654 shares
    Change vs previous 13F +274 shares

    0.67% of the 13F portfolio, value $1,718,266.

    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 11,380 shares
    Change vs previous 13F +1,714 shares

    0.7% of the 13F portfolio, value $1,689,816.

    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 9,666 shares
    Change vs previous 13F +532 shares

    0.58% of the 13F portfolio, value $1,446,034.

    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 9,134 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $1,645,855.

    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).