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Disclosery

Brown Financial Advisors: XTEN position timeline

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

Brown Financial Advisors held 134,490 XTEN 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 134,490 shares
    Change vs previous 13F +77,426 shares

    2.14% of the 13F portfolio, value $6,130,054.

    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 57,064 shares
    Change vs previous 13F +11,769 shares

    0.99% of the 13F portfolio, value $2,616,955.

    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 45,295 shares
    Change vs previous 13F +252 shares

    0.77% of the 13F portfolio, value $2,093,535.

    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 45,043 shares
    Change vs previous 13F +15,603 shares

    0.78% of the 13F portfolio, value $2,100,355.

    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 29,440 shares
    Change vs previous 13F -1,068 shares

    0.53% of the 13F portfolio, value $1,358,950.

    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 30,508 shares
    Change vs previous 13F +3,924 shares

    0.59% of the 13F portfolio, value $1,420,758.

    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 26,584 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $1,191,761.

    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).