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Disclosery

Brown Financial Advisors: GS position timeline

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

Brown Financial Advisors held 3,159 GS 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 3,159 shares
    Change vs previous 13F -34 shares

    1.12% of the 13F portfolio, value $3,194,918.

    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 3,193 shares
    Change vs previous 13F -363 shares

    1.02% of the 13F portfolio, value $2,701,246.

    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 3,556 shares
    Change vs previous 13F -346 shares

    1.14% of the 13F portfolio, value $3,125,724.

    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 3,902 shares
    Change vs previous 13F -113 shares

    1.15% of the 13F portfolio, value $3,107,358.

    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 4,015 shares
    Change vs previous 13F -405 shares

    1.11% of the 13F portfolio, value $2,841,616.

    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 4,420 shares
    Change vs previous 13F +502 shares

    1% of the 13F portfolio, value $2,414,602.

    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 3,918 shares
    Change vs previous 13F -64 shares

    0.9% of the 13F portfolio, value $2,243,525.

    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 3,982 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $1,971,528.

    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).