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Disclosery

Brown Financial Advisory: USRT position timeline

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

Brown Financial Advisory held 0 USRT 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 -4,003 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 4,003 shares
    Change vs previous 13F -267 shares

    0.12% of the 13F portfolio, value $228,011.

    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 4,270 shares
    Change vs previous 13F -2,580 shares

    0.13% of the 13F portfolio, value $250,735.

    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 6,850 shares
    Change vs previous 13F -870 shares

    0.21% of the 13F portfolio, value $387,436.

    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 7,720 shares
    Change vs previous 13F -1,136 shares

    0.28% of the 13F portfolio, value $444,672.

    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 8,856 shares
    Change vs previous 13F -420 shares

    0.36% of the 13F portfolio, value $507,538.

    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 9,276 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $571,124.

    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).