BROWN WEALTH MANAGEMENT, LLC historic quarter change: USA Other Stocks, New
In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, BROWN WEALTH MANAGEMENT, LLC opened 3 positions, added to 1, reduced 4 and sold out of 9.
- Q1 2026: Stock WHEELS UP EXPERIENCE INC; Country of operation United States; Class COM CL A; Shares before 0.
- Q2 2024: Stock CXAPP INC; Country of operation United States; Class COM CL A; Shares before 0.
- Q1 2024: Stock SUPER MICRO COMPUTER INC; Country of operation United States; Class COM; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1987005), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-20); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-09); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-06); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-04); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-11); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-07); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-14); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-14); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-13); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-13). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2023-06-30.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Sicart Associates LLC | United States | $0.389B | 74 |
| AIGEN INVESTMENT MANAGEMENT, LP | United States | $0.389B | 496 |
| Hilltop Partners LLC | United States | $0.390B | 126 |
| Patriot Financial Partners GP II, L.P. | United States | $0.388B | 12 |
| CWS Financial Advisors, LLC | United States | $0.390B | 157 |
| Ruedi Wealth Management, Inc. | United States | $0.388B | 58 |
| 55 North Private Wealth, LLC | United States | $0.391B | 210 |
| Prostatis Group LLC | United States | $0.391B | 167 |
| Rinkey Investments | United States | $0.391B | 125 |
| LITTLE HOUSE CAPITAL LLC | United States | $0.387B | 112 |