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BROWN WEALTH MANAGEMENT, LLC: HOOD position timeline

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

BROWN WEALTH MANAGEMENT, LLC held 15,373 HOOD 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 15,373 shares
    Change vs previous 13F +1,578 shares

    0.34% of the 13F portfolio, value $1,541,604.

    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 13,795 shares
    Change vs previous 13F +1,325 shares

    0.25% of the 13F portfolio, value $955,994.

    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 12,470 shares
    Change vs previous 13F -1,502 shares

    0.37% of the 13F portfolio, value $1,410,357.

    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 13,972 shares
    Change vs previous 13F -3,894 shares

    0.56% of the 13F portfolio, value $2,000,511.

    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 17,866 shares
    Change vs previous 13F +7,609 shares

    0.52% of the 13F portfolio, value $1,672,794.

    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 10,257 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $426,896.

    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).