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Disclosery

Brown Financial Advisors: SPYM position timeline

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

Brown Financial Advisors held 210,791 SPYM 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 210,791 shares
    Change vs previous 13F +2,534 shares

    6.47% of the 13F portfolio, value $18,524,278.

    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 208,257 shares
    Change vs previous 13F +3,488 shares

    6.04% of the 13F portfolio, value $15,939,960.

    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 204,769 shares
    Change vs previous 13F +3,349 shares

    6.01% of the 13F portfolio, value $16,426,537.

    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 201,420 shares
    Change vs previous 13F +2,003 shares

    5.83% of the 13F portfolio, value $15,779,237.

    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 199,417 shares
    Change vs previous 13F +2,989 shares

    5.66% of the 13F portfolio, value $14,495,616.

    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 196,428 shares
    Change vs previous 13F -97,340 shares

    5.33% of the 13F portfolio, value $12,917,100.

    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 293,768 shares
    Change vs previous 13F +81,582 shares

    8.13% of the 13F portfolio, value $20,252,340.

    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 212,186 shares
    Change vs previous 13F not available

    5.9% of the 13F portfolio, value $14,324,673.

    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).