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Disclosery

Brown Financial Advisors: PRFD position timeline

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

Brown Financial Advisors held 33,171 PRFD 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 33,171 shares
    Change vs previous 13F +1,210 shares

    0.59% of the 13F portfolio, value $1,703,221.

    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 31,961 shares
    Change vs previous 13F -1,090 shares

    0.61% of the 13F portfolio, value $1,619,464.

    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 33,051 shares
    Change vs previous 13F -140 shares

    0.62% of the 13F portfolio, value $1,702,457.

    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 33,191 shares
    Change vs previous 13F +1,033 shares

    0.64% of the 13F portfolio, value $1,719,294.

    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 32,158 shares
    Change vs previous 13F -642 shares

    0.64% of the 13F portfolio, value $1,639,077.

    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 32,800 shares
    Change vs previous 13F -11,339 shares

    0.68% of the 13F portfolio, value $1,658,205.

    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 44,139 shares
    Change vs previous 13F +25,937 shares

    0.89% of the 13F portfolio, value $2,219,309.

    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 18,202 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $940,497.

    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).