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Brio Consultants, LLC: DGRO position timeline

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

Brio Consultants, LLC held 17,414 DGRO 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 17,414 shares
    Change vs previous 13F -435 shares

    0.15% of the 13F portfolio, value $1,319,824.

    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 17,849 shares
    Change vs previous 13F -3,119 shares

    0.16% of the 13F portfolio, value $1,309,386.

    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 20,968 shares
    Change vs previous 13F -186 shares

    0.19% of the 13F portfolio, value $1,455,625.

    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 21,154 shares
    Change vs previous 13F -3,328 shares

    0.2% of the 13F portfolio, value $1,440,143.

    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 24,482 shares
    Change vs previous 13F -7,937 shares

    0.23% of the 13F portfolio, value $1,565,359.

    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 32,419 shares
    Change vs previous 13F -5,040 shares

    0.31% of the 13F portfolio, value $2,002,874.

    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 37,459 shares
    Change vs previous 13F -1,873 shares

    0.36% of the 13F portfolio, value $2,297,749.

    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 39,332 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $2,465,729.

    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).