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Disclosery

Brio Consultants, LLC: FTLS position timeline

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

Brio Consultants, LLC held 82,219 FTLS 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 82,219 shares
    Change vs previous 13F +1,361 shares

    0.71% of the 13F portfolio, value $6,067,752.

    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 80,858 shares
    Change vs previous 13F -1,718 shares

    0.73% of the 13F portfolio, value $5,973,805.

    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 82,576 shares
    Change vs previous 13F +171 shares

    0.76% of the 13F portfolio, value $5,862,053.

    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 82,405 shares
    Change vs previous 13F -2,080 shares

    0.79% of the 13F portfolio, value $5,764,215.

    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 84,485 shares
    Change vs previous 13F -2,383 shares

    0.82% of the 13F portfolio, value $5,599,676.

    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 86,868 shares
    Change vs previous 13F -2,798 shares

    0.87% of the 13F portfolio, value $5,566,530.

    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 89,666 shares
    Change vs previous 13F -2,641 shares

    0.92% of the 13F portfolio, value $5,900,891.

    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 92,307 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $5,858,726.

    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).