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BROWN ADVISORY INC: IEX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BROWN ADVISORY INC on IEX, newest first. How the timeline and the estimate are built.

BROWN ADVISORY INC held 155,681 IEX shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 155,681 shares
    Change vs previous 13F -15,653 shares

    0.05% of the 13F portfolio, value $35,331,887.

    13F-HR 0001345929-26-000038 filed by BROWN ADVISORY 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 171,334 shares
    Change vs previous 13F -33,073 shares

    0.05% of the 13F portfolio, value $32,476,391.

    13F-HR 0001345929-26-000028 filed by BROWN ADVISORY 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 204,407 shares
    Change vs previous 13F +5,612 shares

    0.05% of the 13F portfolio, value $36,372,170.

    13F-HR 0001345929-26-000018 filed by BROWN ADVISORY 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 198,795 shares
    Change vs previous 13F -9,310 shares

    0.04% of the 13F portfolio, value $32,355,835.

    13F-HR 0001345929-25-000002 filed by BROWN ADVISORY 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 208,105 shares
    Change vs previous 13F -28,592 shares

    0.05% of the 13F portfolio, value $36,537,018.

    13F-HR 0001085146-25-005034 filed by BROWN ADVISORY 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 236,697 shares
    Change vs previous 13F -11,189 shares

    0.06% of the 13F portfolio, value $42,835,128.

    13F-HR 0001085146-25-002448 filed by BROWN ADVISORY 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 247,886 shares
    Change vs previous 13F -57,412 shares

    0.07% of the 13F portfolio, value $51,880,141.

    13F-HR 0001085146-25-001491 filed by BROWN ADVISORY 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 305,298 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $65,486,388.

    13F-HR 0001085146-24-005669 filed by BROWN ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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