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Disclosery

Brown Financial Advisory: DFAR position timeline

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

Brown Financial Advisory held 0 DFAR shares at 2026-03-31 per its 13F-HR filed 2026-04-27.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -119,825 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 119,825 shares
    Change vs previous 13F -25,692 shares

    1.39% of the 13F portfolio, value $2,744,137.

    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).

  3. period ended2025-09-30
    13F 145,517 shares
    Change vs previous 13F -20,851 shares

    1.82% of the 13F portfolio, value $3,470,581.

    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).

  4. period ended2025-06-30
    13F 166,368 shares
    Change vs previous 13F -301,257 shares

    2.15% of the 13F portfolio, value $3,902,994.

    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).

  5. period ended2025-03-31
    13F 467,625 shares
    Change vs previous 13F -75,570 shares

    7.01% of the 13F portfolio, value $11,115,447.

    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).

  6. period ended2024-12-31
    13F 543,195 shares
    Change vs previous 13F -32,384 shares

    9% of the 13F portfolio, value $12,640,148.

    13F-HR 0001085146-25-000458 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).

  7. period ended2024-09-30
    13F 575,579 shares
    Change vs previous 13F not available

    10.44% of the 13F portfolio, value $14,757,846.

    13F-HR 0001085146-24-005123 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).