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Disclosery

BROWN ADVISORY INC: XLE position timeline

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

BROWN ADVISORY INC held 488,480 XLE 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 488,480 shares
    Change vs previous 13F -12,110 shares

    0.04% of the 13F portfolio, value $25,943,175.

    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 500,590 shares
    Change vs previous 13F +222 shares

    0.05% of the 13F portfolio, value $30,666,114.

    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 500,368 shares
    Change vs previous 13F +237,927 shares

    0.03% of the 13F portfolio, value $22,371,454.

    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 262,441 shares
    Change vs previous 13F -11,230 shares

    0.03% of the 13F portfolio, value $23,446,451.

    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 273,671 shares
    Change vs previous 13F -14,401 shares

    0.03% of the 13F portfolio, value $23,210,028.

    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 288,072 shares
    Change vs previous 13F -3,211 shares

    0.04% of the 13F portfolio, value $26,920,308.

    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 291,283 shares
    Change vs previous 13F +81,860 shares

    0.03% of the 13F portfolio, value $24,951,259.

    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 209,423 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $18,387,342.

    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).