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Disclosery

Brown Financial Advisory: IVV position timeline

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

Brown Financial Advisory held 2,236 IVV 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 2,236 shares
    Change vs previous 13F -38 shares

    0.7% of the 13F portfolio, value $1,674,519.

    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 2,274 shares
    Change vs previous 13F -62 shares

    0.74% of the 13F portfolio, value $1,485,400.

    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 2,336 shares
    Change vs previous 13F -39 shares

    0.81% of the 13F portfolio, value $1,600,020.

    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 2,375 shares
    Change vs previous 13F -16 shares

    0.83% of the 13F portfolio, value $1,589,588.

    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 2,391 shares
    Change vs previous 13F -25 shares

    0.82% of the 13F portfolio, value $1,484,572.

    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 2,416 shares
    Change vs previous 13F -28 shares

    0.86% of the 13F portfolio, value $1,357,551.

    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).

  7. period ended2024-12-31
    13F 2,444 shares
    Change vs previous 13F -93 shares

    1.02% of the 13F portfolio, value $1,438,734.

    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).

  8. period ended2024-09-30
    13F 2,537 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $1,463,393.

    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).