TRED AVON FAMILY WEALTH, LLC
Position in BAFE — Brown Advisory Flexible Equity ETF
CIK 2094435
EASTON, MD
Position in BAFE
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,062,924
+$86,659 QoQ
Shares Held
70,745
-9.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
#3
of 12 holders
Holding Since
Dec 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,062,924 | 70,745 | Shares | Sole | 2026-08-10 | |
| 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. | ||||||