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Brio Consultants, LLC: BGRN position timeline

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

Brio Consultants, LLC held 27,083 BGRN 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 27,083 shares
    Change vs previous 13F +657 shares

    0.15% of the 13F portfolio, value $1,285,695.

    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 26,426 shares
    Change vs previous 13F +4,876 shares

    0.15% of the 13F portfolio, value $1,252,439.

    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 21,550 shares
    Change vs previous 13F +1,682 shares

    0.13% of the 13F portfolio, value $1,033,027.

    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 19,868 shares
    Change vs previous 13F +1,785 shares

    0.13% of the 13F portfolio, value $956,228.

    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 18,083 shares
    Change vs previous 13F +8 shares

    0.13% of the 13F portfolio, value $861,995.

    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 18,075 shares
    Change vs previous 13F +818 shares

    0.13% of the 13F portfolio, value $856,033.

    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 17,257 shares
    Change vs previous 13F +2,323 shares

    0.13% of the 13F portfolio, value $804,519.

    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 14,934 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $721,923.

    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).