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Brio Consultants, LLC: EFA position timeline

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

Brio Consultants, LLC held 79,094 EFA 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 79,094 shares
    Change vs previous 13F -795 shares

    0.96% of the 13F portfolio, value $8,216,335.

    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 79,889 shares
    Change vs previous 13F +564 shares

    1% of the 13F portfolio, value $8,151,826.

    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 79,325 shares
    Change vs previous 13F +3,196 shares

    0.99% of the 13F portfolio, value $7,617,550.

    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 76,129 shares
    Change vs previous 13F +978 shares

    0.98% of the 13F portfolio, value $7,108,210.

    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 75,151 shares
    Change vs previous 13F +4,316 shares

    0.98% of the 13F portfolio, value $6,717,733.

    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 70,835 shares
    Change vs previous 13F +5,397 shares

    0.91% of the 13F portfolio, value $5,789,309.

    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 65,438 shares
    Change vs previous 13F +4,694 shares

    0.77% of the 13F portfolio, value $4,947,791.

    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 60,744 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $5,080,052.

    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).