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Disclosery

BROWN, LISLE/CUMMINGS, INC.: TR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BROWN, LISLE/CUMMINGS, INC. on TR, newest first. How the timeline and the estimate are built.

BROWN, LISLE/CUMMINGS, INC. held 27,775 TR shares at 2026-06-30 per its 13F-HR filed 2026-09-02.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,775 shares
    Change vs previous 13F -7,731 shares

    0.25% of the 13F portfolio, value $1,098,506.

    13F-HR 0000014745-26-000006 filed by BROWN, LISLE/CUMMINGS, INC.
    Accepted , ingested

  2. period ended2026-03-31
    13F 35,506 shares
    Change vs previous 13F -775 shares

    0.38% of the 13F portfolio, value $1,516,808.

    13F-HR 0000014745-26-000003 filed by BROWN, LISLE/CUMMINGS, INC.
    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 36,281 shares
    Change vs previous 13F -147 shares

    0.33% of the 13F portfolio, value $1,328,988.

    13F-HR 0000014745-26-000001 filed by BROWN, LISLE/CUMMINGS, INC.
    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 36,428 shares
    Change vs previous 13F -1,120 shares

    0.39% of the 13F portfolio, value $1,527,081.

    13F-HR 0000014745-25-000008 filed by BROWN, LISLE/CUMMINGS, INC.
    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 37,548 shares
    Change vs previous 13F +1,084 shares

    0.33% of the 13F portfolio, value $1,255,980.

    13F-HR 0000014745-25-000006 filed by BROWN, LISLE/CUMMINGS, INC.
    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 36,464 shares
    Change vs previous 13F +1,165 shares

    0.33% of the 13F portfolio, value $1,147,880.

    13F-HR 0000014745-25-000005 filed by BROWN, LISLE/CUMMINGS, INC.
    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 35,299 shares
    Change vs previous 13F +3,778 shares

    0.34% of the 13F portfolio, value $1,141,203.

    13F-HR 0000014745-25-000001 filed by BROWN, LISLE/CUMMINGS, INC.
    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 31,521 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $976,203.

    13F-HR 0000014745-24-000014 filed by BROWN, LISLE/CUMMINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).