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Brio Consultants, LLC: BND position timeline

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

Brio Consultants, LLC held 955,502 BND 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 955,502 shares
    Change vs previous 13F +29,956 shares

    8.22% of the 13F portfolio, value $70,143,376.

    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 925,546 shares
    Change vs previous 13F +33,730 shares

    8.29% of the 13F portfolio, value $67,787,002.

    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 891,816 shares
    Change vs previous 13F +64,554 shares

    8.58% of the 13F portfolio, value $66,056,831.

    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 827,262 shares
    Change vs previous 13F +22,444 shares

    8.46% of the 13F portfolio, value $61,523,477.

    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 804,818 shares
    Change vs previous 13F +23,116 shares

    8.66% of the 13F portfolio, value $59,258,744.

    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 781,702 shares
    Change vs previous 13F +19,331 shares

    9.02% of the 13F portfolio, value $57,415,976.

    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 762,371 shares
    Change vs previous 13F +38,150 shares

    8.58% of the 13F portfolio, value $54,822,099.

    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 724,221 shares
    Change vs previous 13F not available

    8.65% of the 13F portfolio, value $54,396,239.

    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).