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Brio Consultants, LLC: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Brio Consultants, LLC on AAPL, newest first. How the timeline and the estimate are built.

Brio Consultants, LLC held 32,230 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,230 shares
    Change vs previous 13F +317 shares

    1.09% of the 13F portfolio, value $9,326,079.

    13F-HR 0001765380-26-000352 filed by Brio Consultants, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 31,913 shares
    Change vs previous 13F -788 shares

    1.11% of the 13F portfolio, value $9,068,997.

    13F-HR 0001765380-26-000174 filed by Brio Consultants, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 32,701 shares
    Change vs previous 13F -316 shares

    1.16% of the 13F portfolio, value $8,890,010.

    13F-HR 0001765380-26-000062 filed by Brio Consultants, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 33,017 shares
    Change vs previous 13F -1,976 shares

    1.16% of the 13F portfolio, value $8,407,034.

    13F-HR 0001765380-25-000454 filed by Brio Consultants, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 34,993 shares
    Change vs previous 13F -3,289 shares

    1.05% of the 13F portfolio, value $7,179,571.

    13F-HR 0001765380-25-000305 filed by Brio Consultants, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 38,282 shares
    Change vs previous 13F -407 shares

    1.34% of the 13F portfolio, value $8,503,567.

    13F-HR/A 0001765380-25-000240 filed by Brio Consultants, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 38,689 shares
    Change vs previous 13F +3,489 shares

    1.52% of the 13F portfolio, value $9,688,574.

    13F-HR 0001765380-25-000010 filed by Brio Consultants, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 35,200 shares
    Change vs previous 13F not available

    1.3% of the 13F portfolio, value $8,201,709.

    13F-HR 0001765380-24-000391 filed by Brio Consultants, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).