Entity Type
Company
Filer Snapshot
Brown Financial Advisors SEC EDGAR Filings
SEC filings, ownership reports, and insider transactions for CIK 0002035548.
Total Filings
8
Latest Filing
17 Feb 2026
Industry
n/a
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Start with the latest filings table, then open the strongest context page for this filer.
- Use the filings table to verify the newest submission, form type, and report period.
- Open the deeper context page only when this filer actually has insider or ownership signal.
Source: SEC Form 13F
View Source Filing
13F-HR filed on 17 Feb 2026 for CIK 0002035548.
- Business address
- 964 Business 28, Milford, OH, 45150
- Top securities (13F)
- SPYM, DMBS, NVDA, AMZN, MSFT, GOOG, SPYI, AVDE, AAPL, SPDW, META, RECS, AVEM, XBJL, JMBS, GSY, UYLD, XFIV, QQQM, and JAAA
- Fiscal year end
- 31 December
Quick Takeaways
- Brown Financial Advisors is an SEC filer tracked under CIK 0002035548.
- 8 filings are listed on this profile.
- Common form coverage includes 13F-HR, N-PX.
What Changed
- Latest filing: 13F-HR filed on 17 Feb 2026.
- Report period: 31 Dec 2025.
Why This Matters
- You can quote filing dates and form types directly from the SEC record on this page.
- Use this profile before deeper ownership or insider analysis to confirm filing history context.
Source Evidence
Source: SEC Form 13F
View Source Filing
13F-HR filed on 17 Feb 2026 for CIK 0002035548.
Return Loop
Why revisit this filer page
A newly filed 13F-HR can change the filing history, ownership context, or next research path for Brown Financial Advisors.
- Latest source-backed update
- 13F-HR filed 17 Feb 2026
- Why come back
- Revisit after a new SEC filing appears to compare the updated record with prior filings.
- Latest filing on record: 13F-HR filed 17 Feb 2026.
- Save this filer if you want a stable place to return after the next filing cycle.
- Open the latest filing table or ownership context to verify what changed.
Filer freshness comes from SEC EDGAR submission history and related source-backed ownership or portfolio filings when available.
Latest update
What changed recently for Brown Financial Advisors
Latest 13F period: Q4 2025. Open the source-backed page to inspect the fresh filing or facts context.
Update date
17 Feb 2026
Page type
Filer profile
Latest period
Q4 2025
Institutional portfolio context was refreshed from a 13F filing filed on 17 Feb 2026.
Benchmark Context
Benchmark context for this company
Brown Financial Advisors has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.
Compared with
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Why this is notable
Latest 13F period: Q4 2025. That gives you a fresh baseline before you compare this company with peers.
- Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
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Company intelligence
Research Brown Financial Advisors from filings to ownership signals
Use this company page as the hub for SEC filings, fundamentals, insider activity, large-stake holders, and institutional ownership context.
Active modules
2/5
Available company intelligence paths on this page.
Filings
8
SEC submissions provide the evidence trail.
Ownership context
1/3
Insider, large-stake, and institutional ownership lanes.
Return loop
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What changed?
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Why might it matter?
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Where is evidence?
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What to watch next?
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SEC filings
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Company facts
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Forms 3/4/5
ExploreInsider activity
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Schedule 13D/G
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Form 13F
AvailableInstitutional holders
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SEC-verifiable company hub
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Filer Overview
Brown Financial Advisors has filed 8 SEC EDGAR filings since 30 Aug 2024. Common forms include 13F-HR, N-PX.
Latest Filings
Recent SEC filings for Brown Financial Advisors with direct links to document and filing folders.
| Form type | Document | Filing | Description | Filing date | Reporting date | File number(s) |
|---|---|---|---|---|---|---|
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 17 Feb 2026 | 31 Dec 2025 | 028-24356 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 14 Nov 2025 | 30 Sep 2025 | 028-24356 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 15 Aug 2025 | 30 Jun 2025 | 028-24356 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 12 May 2025 | 31 Mar 2025 | 028-24356 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 04 Feb 2025 | 31 Dec 2024 | 028-24356 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 18 Nov 2024 | 30 Sep 2024 | 028-24356 | |
| N-PX | Open N-PX document | View SEC filing for N-PX | 30 Aug 2024 | 30 Jun 2024 | 028-24356 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 30 Aug 2024 | 30 Jun 2024 | 028-24356 |
About this filer
Brown Financial Advisors files with the SEC under CIK 0002035548. This page aggregates EDGAR filings and related ownership activity.
FAQ
- What is a CIK?
- A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
- Why are some filings missing?
- New filings appear as the SEC updates EDGAR, and older records can vary by availability.
- How often is this page updated?
- Updates follow new EDGAR submissions and periodic data refreshes.