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Disclosery

Brown Financial Advisors: PRIV position timeline

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

Brown Financial Advisors held 71,776 PRIV 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 71,776 shares
    Change vs previous 13F +12,334 shares

    0.63% of the 13F portfolio, value $1,806,961.

    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 59,442 shares
    Change vs previous 13F +12,088 shares

    0.57% of the 13F portfolio, value $1,499,472.

    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 47,354 shares
    Change vs previous 13F +170 shares

    0.44% of the 13F portfolio, value $1,203,497.

    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 47,184 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $1,203,664.

    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).