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Brown Miller Wealth Management, LLC: CB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Brown Miller Wealth Management, LLC on CB, newest first. How the timeline and the estimate are built.

Brown Miller Wealth Management, LLC held 15,217 CB shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,217 shares
    Change vs previous 13F -124 shares

    1.31% of the 13F portfolio, value $5,184,942.

    13F-HR 0001840084-26-000004 filed by Brown Miller Wealth Management, LLC
    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 15,341 shares
    Change vs previous 13F -176 shares

    1.42% of the 13F portfolio, value $4,999,946.

    13F-HR 0001840084-26-000002 filed by Brown Miller Wealth Management, LLC
    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 15,517 shares
    Change vs previous 13F +77 shares

    1.34% of the 13F portfolio, value $4,843,320.

    13F-HR 0001840084-26-000001 filed by Brown Miller Wealth Management, LLC
    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 15,440 shares
    Change vs previous 13F +256 shares

    1.24% of the 13F portfolio, value $4,357,922.

    13F-HR 0001840084-25-000015 filed by Brown Miller Wealth Management, LLC
    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 15,184 shares
    Change vs previous 13F +244 shares

    1.37% of the 13F portfolio, value $4,398,970.

    13F-HR 0001840084-25-000013 filed by Brown Miller Wealth Management, LLC
    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 14,940 shares
    Change vs previous 13F +2,076 shares

    1.56% of the 13F portfolio, value $4,511,731.

    13F-HR 0001840084-25-000010 filed by Brown Miller Wealth Management, LLC
    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 12,864 shares
    Change vs previous 13F +64 shares

    1.36% of the 13F portfolio, value $3,554,465.

    13F-HR 0001840084-25-000001 filed by Brown Miller Wealth Management, LLC
    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/A 12,800 shares
    Change vs previous 13F not available

    1.43% of the 13F portfolio, value $3,691,561.

    13F-HR/A 0001840084-25-000002 filed by Brown Miller Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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