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Brown Financial Advisory: DEXC position timeline

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

Brown Financial Advisory held 429,629 DEXC shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 429,629 shares
    Change vs previous 13F +2,288 shares

    14.82% of the 13F portfolio, value $35,492,426.

    13F-HR 0001843853-26-000004 filed by Brown Financial Advisory
    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 427,341 shares
    Change vs previous 13F +57,593 shares

    13.75% of the 13F portfolio, value $27,717,338.

    13F-HR 0001843853-26-000002 filed by Brown Financial Advisory
    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 369,748 shares
    Change vs previous 13F +9,775 shares

    11.31% of the 13F portfolio, value $22,377,149.

    13F-HR 0001843853-26-000001 filed by Brown Financial Advisory
    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 359,973 shares
    Change vs previous 13F +11,189 shares

    10.66% of the 13F portfolio, value $20,360,073.

    13F-HR 0001843853-25-000002 filed by Brown Financial Advisory
    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 348,784 shares
    Change vs previous 13F +14,182 shares

    10.5% of the 13F portfolio, value $19,032,725.

    13F-HR 0001085146-25-004194 filed by Brown Financial Advisory
    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 334,602 shares
    Change vs previous 13F not available

    10.06% of the 13F portfolio, value $15,951,917.

    13F-HR 0001085146-25-002457 filed by Brown Financial Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).