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Brio Consultants, LLC: CMF position timeline

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

Brio Consultants, LLC held 200,419 CMF 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 200,419 shares
    Change vs previous 13F +3,292 shares

    1.35% of the 13F portfolio, value $11,552,142.

    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 197,127 shares
    Change vs previous 13F -1,050 shares

    1.38% of the 13F portfolio, value $11,259,919.

    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 198,177 shares
    Change vs previous 13F +11,286 shares

    1.48% of the 13F portfolio, value $11,387,248.

    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 186,891 shares
    Change vs previous 13F -12,361 shares

    1.47% of the 13F portfolio, value $10,660,258.

    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 199,252 shares
    Change vs previous 13F -139,692 shares

    1.62% of the 13F portfolio, value $11,106,304.

    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 338,944 shares
    Change vs previous 13F -72,910 shares

    3% of the 13F portfolio, value $19,075,760.

    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 411,854 shares
    Change vs previous 13F +3,534 shares

    3.69% of the 13F portfolio, value $23,590,994.

    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 408,320 shares
    Change vs previous 13F not available

    3.78% of the 13F portfolio, value $23,727,473.

    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).