BROWN WEALTH MANAGEMENT, LLC: STIP position timeline

BROWN WEALTH MANAGEMENT, LLC held 0 STIP shares at 2025-09-30 per its 13F-HR filed 2025-11-04.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -16,160 shares

   13F-HR 0001104659-25-106232 filed by BROWN WEALTH MANAGEMENT, LLC
   Filed 2025-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-06-30

   13F 16,160 shares

   Change vs previous 13F -375 shares

   0.52% of the 13F portfolio, value $1,663,048.

   13F-HR 0001104659-25-076161 filed by BROWN WEALTH MANAGEMENT, LLC
   Filed 2025-08-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

3. period ended2025-03-31

   13F 16,535 shares

   Change vs previous 13F +214 shares

   0.59% of the 13F portfolio, value $1,710,881.

   13F-HR 0001104659-25-045390 filed by BROWN WEALTH MANAGEMENT, LLC
   Filed 2025-05-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

4. period ended2024-12-31

   13F 16,321 shares

   Change vs previous 13F +910 shares

   0.58% of the 13F portfolio, value $1,641,896.

   13F-HR 0001104659-25-013070 filed by BROWN WEALTH MANAGEMENT, LLC
   Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

5. period ended2024-09-30

   13F 15,411 shares

   Change vs previous 13F not available

   0.56% of the 13F portfolio, value $1,561,397.

   13F-HR 0001104659-24-118521 filed by BROWN WEALTH MANAGEMENT, LLC
   Filed 2024-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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