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BROWN ADVISORY INC: WM position timeline

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

BROWN ADVISORY INC held 103,457 WM 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 103,457 shares
    Change vs previous 13F +16,778 shares

    0.04% of the 13F portfolio, value $23,058,548.

    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 86,679 shares
    Change vs previous 13F +26,170 shares

    0.03% of the 13F portfolio, value $19,917,967.

    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 60,509 shares
    Change vs previous 13F +221 shares

    0.02% of the 13F portfolio, value $13,294,490.

    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 60,288 shares
    Change vs previous 13F +5,605 shares

    0.02% of the 13F portfolio, value $13,313,350.

    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 54,683 shares
    Change vs previous 13F +2,432 shares

    0.02% of the 13F portfolio, value $12,512,367.

    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 52,251 shares
    Change vs previous 13F +679 shares

    0.02% of the 13F portfolio, value $12,096,726.

    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 51,572 shares
    Change vs previous 13F -2,427 shares

    0.01% of the 13F portfolio, value $10,406,773.

    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 53,999 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $11,210,224.

    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).