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Disclosery

Brio Consultants, LLC: FNDA position timeline

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

Brio Consultants, LLC held 34,427 FNDA 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 34,427 shares
    Change vs previous 13F +2,993 shares

    0.15% of the 13F portfolio, value $1,310,292.

    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 31,434 shares
    Change vs previous 13F +1,713 shares

    0.14% of the 13F portfolio, value $1,126,280.

    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 29,721 shares
    Change vs previous 13F -324 shares

    0.12% of the 13F portfolio, value $936,509.

    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 30,045 shares
    Change vs previous 13F -10,015 shares

    0.13% of the 13F portfolio, value $936,202.

    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 40,060 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,147,719.

    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).