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Disclosery

Brio Consultants, LLC: DFIV position timeline

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

Brio Consultants, LLC held 3,820 DFIV 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 3,820 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $206,356.

    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 3,820 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $209,030.

    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).