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Disclosery

Brown Financial Advisory: SPYM position timeline

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

Brown Financial Advisory held 1,151,975 SPYM 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 1,151,975 shares
    Change vs previous 13F +71,955 shares

    42.28% of the 13F portfolio, value $101,235,544.

    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 1,080,020 shares
    Change vs previous 13F +23,817 shares

    41% of the 13F portfolio, value $82,664,714.

    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 1,056,203 shares
    Change vs previous 13F +30,392 shares

    42.82% of the 13F portfolio, value $84,728,587.

    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 1,025,811 shares
    Change vs previous 13F -4,118 shares

    42.08% of the 13F portfolio, value $80,362,016.

    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 1,029,929 shares
    Change vs previous 13F +66,427 shares

    41.31% of the 13F portfolio, value $74,865,523.

    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 963,502 shares
    Change vs previous 13F +52,414 shares

    39.95% of the 13F portfolio, value $63,359,888.

    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 911,088 shares
    Change vs previous 13F +28,499 shares

    44.73% of the 13F portfolio, value $62,810,407.

    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 882,589 shares
    Change vs previous 13F not available

    42.16% of the 13F portfolio, value $59,583,584.

    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).