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Disclosery

Brown Financial Advisors: SEPU position timeline

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

Brown Financial Advisors held 104,861 SEPU 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 104,861 shares
    Change vs previous 13F +4,571 shares

    1.14% of the 13F portfolio, value $3,257,509.

    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 100,290 shares
    Change vs previous 13F -785 shares

    1.06% of the 13F portfolio, value $2,808,120.

    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 101,075 shares
    Change vs previous 13F -1,500 shares

    1.07% of the 13F portfolio, value $2,925,626.

    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 102,575 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $2,923,388.

    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).