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BROWN ADVISORY INC: WSO position timeline

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

BROWN ADVISORY INC held 151,676 WSO 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 151,676 shares
    Change vs previous 13F +48,776 shares

    0.1% of the 13F portfolio, value $63,207,804.

    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 102,900 shares
    Change vs previous 13F +100,418 shares

    0.06% of the 13F portfolio, value $37,433,992.

    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 2,482 shares
    Change vs previous 13F -390 shares

    <0.01% of the 13F portfolio, value $836,189.

    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 2,872 shares
    Change vs previous 13F -7,026 shares

    <0.01% of the 13F portfolio, value $1,160,999.

    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 9,898 shares
    Change vs previous 13F +2,176 shares

    0.01% of the 13F portfolio, value $4,371,113.

    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 7,722 shares
    Change vs previous 13F +4,355 shares

    0.01% of the 13F portfolio, value $3,925,092.

    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 3,367 shares
    Change vs previous 13F -490 shares

    <0.01% of the 13F portfolio, value $1,595,588.

    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 3,857 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,897,200.

    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).