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Disclosery

Brown Financial Advisors: V position timeline

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

Brown Financial Advisors held 6,325 V 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 6,325 shares
    Change vs previous 13F +131 shares

    0.76% of the 13F portfolio, value $2,170,044.

    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 6,194 shares
    Change vs previous 13F -142 shares

    0.71% of the 13F portfolio, value $1,872,075.

    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 6,336 shares
    Change vs previous 13F -824 shares

    0.81% of the 13F portfolio, value $2,222,099.

    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 7,160 shares
    Change vs previous 13F +30 shares

    0.9% of the 13F portfolio, value $2,444,281.

    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 7,130 shares
    Change vs previous 13F -151 shares

    0.99% of the 13F portfolio, value $2,531,507.

    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 7,281 shares
    Change vs previous 13F -28 shares

    1.05% of the 13F portfolio, value $2,551,699.

    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 7,309 shares
    Change vs previous 13F +1,632 shares

    0.93% of the 13F portfolio, value $2,309,936.

    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 5,677 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $1,560,891.

    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).