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Disclosery

BROWN ADVISORY INC: IWV position timeline

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

BROWN ADVISORY INC held 151,447 IWV 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 151,447 shares
    Change vs previous 13F -8,990 shares

    0.1% of the 13F portfolio, value $64,576,891.

    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 160,437 shares
    Change vs previous 13F +613 shares

    0.1% of the 13F portfolio, value $59,470,676.

    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 159,824 shares
    Change vs previous 13F +123,953 shares

    0.09% of the 13F portfolio, value $61,827,783.

    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 35,871 shares
    Change vs previous 13F -1,886 shares

    0.02% of the 13F portfolio, value $13,592,807.

    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 37,757 shares
    Change vs previous 13F -7,342 shares

    0.02% of the 13F portfolio, value $13,252,544.

    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 45,099 shares
    Change vs previous 13F +7,850 shares

    0.02% of the 13F portfolio, value $14,325,395.

    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 37,249 shares
    Change vs previous 13F -3,474 shares

    0.02% of the 13F portfolio, value $12,450,611.

    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 40,723 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $13,305,530.

    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).