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Brown Financial Advisors: META position timeline

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

Brown Financial Advisors held 6,828 META 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 6,828 shares
    Change vs previous 13F -29 shares

    1.34% of the 13F portfolio, value $3,846,144.

    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 6,857 shares
    Change vs previous 13F -551 shares

    1.49% of the 13F portfolio, value $3,923,095.

    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 7,408 shares
    Change vs previous 13F +429 shares

    1.79% of the 13F portfolio, value $4,889,947.

    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 6,979 shares
    Change vs previous 13F +96 shares

    1.89% of the 13F portfolio, value $5,125,238.

    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 6,883 shares
    Change vs previous 13F +73 shares

    1.98% of the 13F portfolio, value $5,080,273.

    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 6,810 shares
    Change vs previous 13F +366 shares

    1.62% of the 13F portfolio, value $3,925,012.

    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 6,444 shares
    Change vs previous 13F +223 shares

    1.52% of the 13F portfolio, value $3,773,026.

    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 6,221 shares
    Change vs previous 13F not available

    1.47% of the 13F portfolio, value $3,561,149.

    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).