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Disclosery

Brown Financial Advisory: SPEM position timeline

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

Brown Financial Advisory held 28,757 SPEM 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 28,757 shares
    Change vs previous 13F 0 shares

    0.62% of the 13F portfolio, value $1,489,038.

    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 28,757 shares
    Change vs previous 13F -8,985 shares

    0.67% of the 13F portfolio, value $1,348,991.

    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 37,742 shares
    Change vs previous 13F 0 shares

    0.89% of the 13F portfolio, value $1,766,704.

    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 37,742 shares
    Change vs previous 13F -4,596 shares

    0.93% of the 13F portfolio, value $1,766,704.

    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 42,338 shares
    Change vs previous 13F -5,114 shares

    1% of the 13F portfolio, value $1,809,527.

    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 47,452 shares
    Change vs previous 13F -92,049 shares

    1.18% of the 13F portfolio, value $1,868,186.

    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 139,501 shares
    Change vs previous 13F -4,651 shares

    3.81% of the 13F portfolio, value $5,352,654.

    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 144,152 shares
    Change vs previous 13F not available

    4.21% of the 13F portfolio, value $5,950,595.

    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).