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Disclosery

BROWN ADVISORY INC: IVW position timeline

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

BROWN ADVISORY INC held 117,663 IVW 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 117,663 shares
    Change vs previous 13F +4,269 shares

    0.03% of the 13F portfolio, value $16,182,305.

    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 113,394 shares
    Change vs previous 13F -10,540 shares

    0.02% of the 13F portfolio, value $12,826,093.

    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 123,934 shares
    Change vs previous 13F +3,541 shares

    0.02% of the 13F portfolio, value $15,276,197.

    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 120,393 shares
    Change vs previous 13F -267 shares

    0.02% of the 13F portfolio, value $14,533,958.

    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 120,660 shares
    Change vs previous 13F +10,186 shares

    0.02% of the 13F portfolio, value $13,284,604.

    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 110,474 shares
    Change vs previous 13F +4,526 shares

    0.01% of the 13F portfolio, value $10,255,268.

    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 105,948 shares
    Change vs previous 13F +40 shares

    0.01% of the 13F portfolio, value $10,756,888.

    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 105,908 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $10,140,694.

    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).