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Disclosery

Brio Consultants, LLC: ESGD position timeline

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

Brio Consultants, LLC held 39,514 ESGD 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 39,514 shares
    Change vs previous 13F +497 shares

    0.48% of the 13F portfolio, value $4,062,484.

    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 39,017 shares
    Change vs previous 13F +1,557 shares

    0.48% of the 13F portfolio, value $3,934,105.

    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 37,460 shares
    Change vs previous 13F +2,118 shares

    0.46% of the 13F portfolio, value $3,562,100.

    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 35,342 shares
    Change vs previous 13F +1,487 shares

    0.45% of the 13F portfolio, value $3,286,144.

    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 33,855 shares
    Change vs previous 13F +2,762 shares

    0.44% of the 13F portfolio, value $3,020,577.

    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 31,093 shares
    Change vs previous 13F +1,238 shares

    0.4% of the 13F portfolio, value $2,539,975.

    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 29,855 shares
    Change vs previous 13F +3,202 shares

    0.36% of the 13F portfolio, value $2,273,156.

    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 26,653 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $2,243,403.

    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).