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Disclosery

Brown Financial Advisors: SPYI position timeline

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

Brown Financial Advisors held 38,420 SPYI 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 38,420 shares
    Change vs previous 13F +743 shares

    0.71% of the 13F portfolio, value $2,039,718.

    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 37,677 shares
    Change vs previous 13F -82,896 shares

    0.7% of the 13F portfolio, value $1,860,113.

    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 120,573 shares
    Change vs previous 13F -307 shares

    2.32% of the 13F portfolio, value $6,333,700.

    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 120,880 shares
    Change vs previous 13F +25 shares

    2.34% of the 13F portfolio, value $6,322,024.

    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 120,855 shares
    Change vs previous 13F -2,161 shares

    2.37% of the 13F portfolio, value $6,081,424.

    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 123,016 shares
    Change vs previous 13F -75,182 shares

    2.43% of the 13F portfolio, value $5,891,236.

    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 198,198 shares
    Change vs previous 13F +33,750 shares

    4.05% of the 13F portfolio, value $10,072,422.

    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 164,448 shares
    Change vs previous 13F not available

    3.47% of the 13F portfolio, value $8,424,671.

    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).