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Disclosery

Brio Consultants, LLC: DSI position timeline

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

Brio Consultants, LLC held 62,504 DSI 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 62,504 shares
    Change vs previous 13F -395 shares

    1.04% of the 13F portfolio, value $8,899,987.

    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 62,899 shares
    Change vs previous 13F +3,998 shares

    1.05% of the 13F portfolio, value $8,564,281.

    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 58,901 shares
    Change vs previous 13F +455 shares

    0.99% of the 13F portfolio, value $7,588,187.

    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 58,446 shares
    Change vs previous 13F +1,634 shares

    1.01% of the 13F portfolio, value $7,361,259.

    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 56,812 shares
    Change vs previous 13F +1,296 shares

    0.96% of the 13F portfolio, value $6,599,233.

    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 55,516 shares
    Change vs previous 13F -177 shares

    0.89% of the 13F portfolio, value $5,685,400.

    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 55,693 shares
    Change vs previous 13F +3,993 shares

    0.96% of the 13F portfolio, value $6,140,203.

    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 51,700 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $5,624,482.

    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).