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Brio Consultants, LLC: EAGG position timeline

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

Brio Consultants, LLC held 109,222 EAGG 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 109,222 shares
    Change vs previous 13F +4,306 shares

    0.61% of the 13F portfolio, value $5,178,194.

    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 104,916 shares
    Change vs previous 13F +16,045 shares

    0.61% of the 13F portfolio, value $4,962,549.

    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 88,871 shares
    Change vs previous 13F +6,184 shares

    0.55% of the 13F portfolio, value $4,252,477.

    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 82,687 shares
    Change vs previous 13F +6,577 shares

    0.55% of the 13F portfolio, value $3,971,465.

    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 76,110 shares
    Change vs previous 13F -530 shares

    0.53% of the 13F portfolio, value $3,618,275.

    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 76,640 shares
    Change vs previous 13F +4,513 shares

    0.57% of the 13F portfolio, value $3,638,861.

    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 72,127 shares
    Change vs previous 13F +10,002 shares

    0.52% of the 13F portfolio, value $3,349,566.

    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 62,125 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $3,018,662.

    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).