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Disclosery

Brown Financial Advisory: SPDW position timeline

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

Brown Financial Advisory held 206,062 SPDW 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 206,062 shares
    Change vs previous 13F -1,660 shares

    4.34% of the 13F portfolio, value $10,383,465.

    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 207,722 shares
    Change vs previous 13F +1,505 shares

    4.7% of the 13F portfolio, value $9,482,510.

    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 206,217 shares
    Change vs previous 13F -13,965 shares

    4.63% of the 13F portfolio, value $9,158,097.

    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 220,182 shares
    Change vs previous 13F -3,159 shares

    4.93% of the 13F portfolio, value $9,421,588.

    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 223,341 shares
    Change vs previous 13F -8,632 shares

    4.99% of the 13F portfolio, value $9,043,078.

    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 231,973 shares
    Change vs previous 13F +12,513 shares

    5.33% of the 13F portfolio, value $8,446,137.

    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 219,460 shares
    Change vs previous 13F -651 shares

    5.33% of the 13F portfolio, value $7,490,170.

    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 220,111 shares
    Change vs previous 13F not available

    5.85% of the 13F portfolio, value $8,267,370.

    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).