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BROWN WEALTH MANAGEMENT, LLC: BIV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BROWN WEALTH MANAGEMENT, LLC on BIV, newest first. How the timeline and the estimate are built.

BROWN WEALTH MANAGEMENT, LLC held 388,428 BIV shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 388,428 shares
    Change vs previous 13F +41,727 shares

    6.66% of the 13F portfolio, value $29,792,440.

    13F-HR 0001104659-26-084985 filed by BROWN 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 346,701 shares
    Change vs previous 13F +50,440 shares

    6.87% of the 13F portfolio, value $26,758,372.

    13F-HR 0001104659-26-041337 filed by BROWN 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 296,261 shares
    Change vs previous 13F +61,604 shares

    6.07% of the 13F portfolio, value $23,072,812.

    13F-HR 0001104659-26-011332 filed by BROWN 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 234,657 shares
    Change vs previous 13F +29,750 shares

    5.15% of the 13F portfolio, value $18,324,394.

    13F-HR 0001104659-25-106232 filed by BROWN 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 204,907 shares
    Change vs previous 13F +28,808 shares

    4.92% of the 13F portfolio, value $15,847,517.

    13F-HR 0001104659-25-076161 filed by BROWN 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 176,099 shares
    Change vs previous 13F -128,315 shares

    4.64% of the 13F portfolio, value $13,483,884.

    13F-HR 0001104659-25-045390 filed by BROWN 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 304,414 shares
    Change vs previous 13F +23,508 shares

    8.06% of the 13F portfolio, value $22,748,894.

    13F-HR 0001104659-25-013070 filed by BROWN 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 280,906 shares
    Change vs previous 13F not available

    7.94% of the 13F portfolio, value $22,014,588.

    13F-HR 0001104659-24-118521 filed by BROWN WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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