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Brio Consultants, LLC: EELV position timeline

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

Brio Consultants, LLC held 146,521 EELV 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 146,521 shares
    Change vs previous 13F -1,232 shares

    0.48% of the 13F portfolio, value $4,073,291.

    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 147,753 shares
    Change vs previous 13F -6,935 shares

    0.52% of the 13F portfolio, value $4,268,592.

    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 154,688 shares
    Change vs previous 13F -33,916 shares

    0.55% of the 13F portfolio, value $4,243,079.

    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 188,604 shares
    Change vs previous 13F +4,089 shares

    0.69% of the 13F portfolio, value $5,020,062.

    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 184,515 shares
    Change vs previous 13F -7,928 shares

    0.7% of the 13F portfolio, value $4,819,533.

    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 192,443 shares
    Change vs previous 13F -546 shares

    0.73% of the 13F portfolio, value $4,672,976.

    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 192,989 shares
    Change vs previous 13F -45,988 shares

    0.71% of the 13F portfolio, value $4,517,864.

    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 238,977 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $6,234,915.

    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).