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Disclosery

Brown Financial Advisors: UL position timeline

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

Brown Financial Advisors held 4,306 UL 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 4,306 shares
    Change vs previous 13F +269 shares

    0.09% of the 13F portfolio, value $258,877.

    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 4,037 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $229,988.

    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).