Skip to content
Disclosery

Brown Financial Advisors: SMOT position timeline

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

Brown Financial Advisors held 48,946 SMOT 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 48,946 shares
    Change vs previous 13F +486 shares

    0.66% of the 13F portfolio, value $1,902,042.

    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 48,460 shares
    Change vs previous 13F +62 shares

    0.65% of the 13F portfolio, value $1,705,307.

    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 48,398 shares
    Change vs previous 13F +613 shares

    0.64% of the 13F portfolio, value $1,752,008.

    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 47,785 shares
    Change vs previous 13F -25,484 shares

    0.64% of the 13F portfolio, value $1,724,083.

    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 73,269 shares
    Change vs previous 13F -1,310 shares

    1% of the 13F portfolio, value $2,549,761.

    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 74,579 shares
    Change vs previous 13F +2,978 shares

    1.01% of the 13F portfolio, value $2,445,445.

    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 71,601 shares
    Change vs previous 13F -23,549 shares

    0.99% of the 13F portfolio, value $2,468,086.

    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 95,150 shares
    Change vs previous 13F not available

    1.37% of the 13F portfolio, value $3,333,105.

    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).