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CIK 0001987005 • 7 13F filings • May 7, 2025 – Oct 20, 2026
Import this data to Google Sheets with:
=jivedata("brown-wealth-management-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| 13F-HR |
| 0001104659-25-106232 |
| $356.1M |
| View |
| Jul 20, 2026 | Q2 2026 | 13F-HR | 0001104659-26-084985 | $447.2M | View |
| Aug 11, 2025 | Q2 2025 | 13F-HR | 0001104659-25-076161 | $322.0M | View |
| Apr 9, 2026 | Q1 2026 | 13F-HR | 0001104659-26-041337 | $389.3M | View |
| May 7, 2025 | Q1 2025 | 13F-HR | 0001104659-25-045390 | $290.8M | View |