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Brown Financial Advisors: FTSM position timeline

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

Brown Financial Advisors held 23,620 FTSM 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 23,620 shares
    Change vs previous 13F +816 shares

    0.49% of the 13F portfolio, value $1,410,823.

    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 22,804 shares
    Change vs previous 13F -1,077 shares

    0.52% of the 13F portfolio, value $1,363,223.

    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 23,881 shares
    Change vs previous 13F -399 shares

    0.52% of the 13F portfolio, value $1,431,188.

    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 24,280 shares
    Change vs previous 13F +8,719 shares

    0.54% of the 13F portfolio, value $1,454,615.

    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 15,561 shares
    Change vs previous 13F -244 shares

    0.36% of the 13F portfolio, value $931,637.

    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 15,805 shares
    Change vs previous 13F -9,294 shares

    0.39% of the 13F portfolio, value $945,771.

    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 25,099 shares
    Change vs previous 13F -5,019 shares

    0.6% of the 13F portfolio, value $1,500,167.

    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 30,118 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $1,803,165.

    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).