TRED AVON FAMILY WEALTH, LLC
Position in BAFE — Brown Advisory Flexible Equity ETF
CIK 2094435
EASTON, MD
Position in BAFE
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$1,976,265
-$194,937 QoQ
Shares Held
78,104
-1.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.79%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BAFE Over Time
Shares Held
Position Value (USD)
All Filings in BAFE
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,976,265 | 78,104 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,171,202 | 79,473 | Shares | Sole | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||