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BROWN WEALTH MANAGEMENT, LLC: VWOB position timeline

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

BROWN WEALTH MANAGEMENT, LLC held 85,296 VWOB 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 85,296 shares
    Change vs previous 13F -39,923 shares

    1.28% of the 13F portfolio, value $5,735,325.

    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 125,219 shares
    Change vs previous 13F +36,582 shares

    2.11% of the 13F portfolio, value $8,225,656.

    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 88,637 shares
    Change vs previous 13F +532 shares

    1.57% of the 13F portfolio, value $5,976,766.

    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 88,105 shares
    Change vs previous 13F +3,613 shares

    1.66% of the 13F portfolio, value $5,894,193.

    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 84,492 shares
    Change vs previous 13F -260 shares

    1.71% of the 13F portfolio, value $5,521,567.

    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 84,752 shares
    Change vs previous 13F +3,464 shares

    1.87% of the 13F portfolio, value $5,441,102.

    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 81,288 shares
    Change vs previous 13F +3,599 shares

    1.82% of the 13F portfolio, value $5,133,331.

    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 77,689 shares
    Change vs previous 13F not available

    1.86% of the 13F portfolio, value $5,156,203.

    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).