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Disclosery

BROWN ADVISORY INC: XLU position timeline

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

BROWN ADVISORY INC held 230,780 XLU 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 230,780 shares
    Change vs previous 13F +80,511 shares

    0.02% of the 13F portfolio, value $10,463,565.

    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 150,269 shares
    Change vs previous 13F +1,145 shares

    0.01% of the 13F portfolio, value $6,895,844.

    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 149,124 shares
    Change vs previous 13F +67,854 shares

    0.01% of the 13F portfolio, value $6,366,104.

    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 81,270 shares
    Change vs previous 13F -8,632 shares

    0.01% of the 13F portfolio, value $7,087,536.

    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 89,902 shares
    Change vs previous 13F +5,187 shares

    0.01% of the 13F portfolio, value $7,341,407.

    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 84,715 shares
    Change vs previous 13F +69,521 shares

    0.01% of the 13F portfolio, value $6,679,811.

    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 15,194 shares
    Change vs previous 13F +3,606 shares

    <0.01% of the 13F portfolio, value $1,150,024.

    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 11,588 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $936,079.

    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).