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BROWN WEALTH MANAGEMENT, LLC: SUB position timeline

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

BROWN WEALTH MANAGEMENT, LLC held 168,105 SUB 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 168,105 shares
    Change vs previous 13F +12,707 shares

    4% of the 13F portfolio, value $17,898,176.

    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 155,398 shares
    Change vs previous 13F +5,364 shares

    4.25% of the 13F portfolio, value $16,549,910.

    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 150,034 shares
    Change vs previous 13F +15,039 shares

    4.21% of the 13F portfolio, value $16,008,592.

    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 134,995 shares
    Change vs previous 13F +9,011 shares

    4.05% of the 13F portfolio, value $14,414,817.

    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 125,984 shares
    Change vs previous 13F -32,932 shares

    4.16% of the 13F portfolio, value $13,397,144.

    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 158,916 shares
    Change vs previous 13F +43,035 shares

    5.77% of the 13F portfolio, value $16,781,501.

    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 115,881 shares
    Change vs previous 13F +2,202 shares

    4.33% of the 13F portfolio, value $12,223,116.

    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 113,679 shares
    Change vs previous 13F not available

    4.36% of the 13F portfolio, value $12,071,617.

    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).