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Brio Consultants, LLC: COWZ position timeline

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

Brio Consultants, LLC held 33,626 COWZ 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 33,626 shares
    Change vs previous 13F -88 shares

    0.25% of the 13F portfolio, value $2,091,528.

    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 33,714 shares
    Change vs previous 13F -1,636 shares

    0.26% of the 13F portfolio, value $2,146,241.

    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 35,350 shares
    Change vs previous 13F -1,319 shares

    0.28% of the 13F portfolio, value $2,127,011.

    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 36,669 shares
    Change vs previous 13F -2,350 shares

    0.29% of the 13F portfolio, value $2,107,363.

    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 39,019 shares
    Change vs previous 13F -454,548 shares

    0.31% of the 13F portfolio, value $2,149,950.

    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 493,567 shares
    Change vs previous 13F +2,679 shares

    4.24% of the 13F portfolio, value $27,027,750.

    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 490,888 shares
    Change vs previous 13F +4,309 shares

    4.34% of the 13F portfolio, value $27,725,359.

    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 486,579 shares
    Change vs previous 13F not available

    4.48% of the 13F portfolio, value $28,138,868.

    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).