Skip to content
Disclosery

Brown Financial Advisors: XFIV position timeline

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

Brown Financial Advisors held 37,670 XFIV 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 37,670 shares
    Change vs previous 13F -61,896 shares

    0.64% of the 13F portfolio, value $1,833,776.

    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 99,566 shares
    Change vs previous 13F +23,134 shares

    1.85% of the 13F portfolio, value $4,894,665.

    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 76,432 shares
    Change vs previous 13F +350 shares

    1.38% of the 13F portfolio, value $3,781,764.

    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 76,082 shares
    Change vs previous 13F +3,723 shares

    1.39% of the 13F portfolio, value $3,768,341.

    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 72,359 shares
    Change vs previous 13F -1,534 shares

    1.39% of the 13F portfolio, value $3,570,917.

    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 73,893 shares
    Change vs previous 13F +6,307 shares

    1.5% of the 13F portfolio, value $3,626,668.

    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 67,586 shares
    Change vs previous 13F +25,852 shares

    1.3% of the 13F portfolio, value $3,242,100.

    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 41,734 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $2,086,554.

    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).