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
- period ended2026-06-3013F 103,457 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 86,679 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 60,509 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 60,288 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 54,683 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 52,251 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 51,572 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 53,999 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).