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Disclosery

Brown Financial Advisors: SPDW position timeline

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

Brown Financial Advisors held 106,227 SPDW 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 106,227 shares
    Change vs previous 13F -4,966 shares

    1.87% of the 13F portfolio, value $5,352,791.

    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 111,193 shares
    Change vs previous 13F -2,709 shares

    1.92% of the 13F portfolio, value $5,075,972.

    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 113,902 shares
    Change vs previous 13F -764 shares

    1.85% of the 13F portfolio, value $5,058,399.

    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 114,666 shares
    Change vs previous 13F -3,162 shares

    1.81% of the 13F portfolio, value $4,906,569.

    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 117,828 shares
    Change vs previous 13F -3,950 shares

    1.86% of the 13F portfolio, value $4,770,866.

    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 121,778 shares
    Change vs previous 13F -102,247 shares

    1.83% of the 13F portfolio, value $4,433,946.

    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 224,025 shares
    Change vs previous 13F +9,111 shares

    3.07% of the 13F portfolio, value $7,645,982.

    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 214,914 shares
    Change vs previous 13F not available

    3.32% of the 13F portfolio, value $8,072,179.

    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).