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Disclosery

Brown Financial Advisors: SPTL position timeline

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

Brown Financial Advisors held 24,350 SPTL 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 24,350 shares
    Change vs previous 13F +1,599 shares

    0.22% of the 13F portfolio, value $638,701.

    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 22,751 shares
    Change vs previous 13F -898 shares

    0.23% of the 13F portfolio, value $598,351.

    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 23,649 shares
    Change vs previous 13F -813 shares

    0.23% of the 13F portfolio, value $625,989.

    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 24,462 shares
    Change vs previous 13F +2,594 shares

    0.24% of the 13F portfolio, value $659,251.

    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 21,868 shares
    Change vs previous 13F -353 shares

    0.23% of the 13F portfolio, value $581,251.

    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 22,221 shares
    Change vs previous 13F -20,980 shares

    0.25% of the 13F portfolio, value $605,744.

    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 43,201 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $1,131,434.

    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).