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Disclosery

Brio Consultants, LLC: ESGV position timeline

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

Brio Consultants, LLC held 3,409 ESGV 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 3,409 shares
    Change vs previous 13F +31 shares

    0.05% of the 13F portfolio, value $450,806.

    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 3,378 shares
    Change vs previous 13F +620 shares

    0.05% of the 13F portfolio, value $429,479.

    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 2,758 shares
    Change vs previous 13F -93 shares

    0.04% of the 13F portfolio, value $333,608.

    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 2,851 shares
    Change vs previous 13F -242 shares

    0.05% of the 13F portfolio, value $337,672.

    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 3,093 shares
    Change vs previous 13F -3,946 shares

    0.05% of the 13F portfolio, value $339,116.

    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 7,039 shares
    Change vs previous 13F +4,621 shares

    0.11% of the 13F portfolio, value $689,470.

    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 2,418 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $253,624.

    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).