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Disclosery

BROWN ADVISORY INC: XVV position timeline

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

BROWN ADVISORY INC held 227,661 XVV 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 227,661 shares
    Change vs previous 13F +8,691 shares

    0.02% of the 13F portfolio, value $12,928,871.

    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 218,970 shares
    Change vs previous 13F +34,955 shares

    0.02% of the 13F portfolio, value $10,777,703.

    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 184,015 shares
    Change vs previous 13F +24,516 shares

    0.01% of the 13F portfolio, value $9,697,590.

    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 159,499 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $8,217,580.

    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).