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Disclosery

Brown Financial Advisors: IVV position timeline

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

Brown Financial Advisors held 821 IVV 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 821 shares
    Change vs previous 13F +46 shares

    0.21% of the 13F portfolio, value $614,839.

    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 775 shares
    Change vs previous 13F +430 shares

    0.19% of the 13F portfolio, value $506,238.

    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 345 shares
    Change vs previous 13F +5 shares

    0.09% of the 13F portfolio, value $236,304.

    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 340 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $227,562.

    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).