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Elser Financial Planning, Inc: BRO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Elser Financial Planning, Inc on BRO, newest first. How the timeline and the estimate are built.

Elser Financial Planning, Inc held 29,501 BRO shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,501 shares
    Change vs previous 13F -11 shares

    0.08% of the 13F portfolio, value $1,892,489.

    13F-HR 0002085853-26-000729 filed by Elser Financial Planning, Inc
    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 29,512 shares
    Change vs previous 13F -21 shares

    0.09% of the 13F portfolio, value $1,920,936.

    13F-HR 0002085853-26-000387 filed by Elser Financial Planning, Inc
    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 29,533 shares
    Change vs previous 13F +4 shares

    1.7% of the 13F portfolio, value $2,353,780.

    13F-HR 0001754960-26-000078 filed by Elser Financial Planning, Inc
    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 29,529 shares
    Change vs previous 13F -25 shares

    3.32% of the 13F portfolio, value $2,759,485.

    13F-HR 0001754960-25-000711 filed by Elser Financial Planning, Inc
    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/A 29,554 shares
    Change vs previous 13F -6 shares

    4.09% of the 13F portfolio, value $3,276,652.

    13F-HR/A 0001754960-25-000447 filed by Elser Financial Planning, Inc
    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 29,560 shares
    Change vs previous 13F -6,275 shares

    5.09% of the 13F portfolio, value $3,677,264.

    13F-HR 0001754960-25-000232 filed by Elser Financial Planning, Inc
    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 35,835 shares
    Change vs previous 13F -2,994 shares

    0.27% of the 13F portfolio, value $3,655,887.

    13F-HR 0001754960-25-000077 filed by Elser Financial Planning, Inc
    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 38,829 shares
    Change vs previous 13F not available

    5.84% of the 13F portfolio, value $4,022,684.

    13F-HR 0001754960-24-000503 filed by Elser Financial Planning, Inc
    Filed (acceptance time not in the bulk data set), ingested

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