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Brio Consultants, LLC: GSIE position timeline

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

Brio Consultants, LLC held 869,104 GSIE 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 869,104 shares
    Change vs previous 13F +15,460 shares

    4.65% of the 13F portfolio, value $39,718,035.

    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 853,644 shares
    Change vs previous 13F -168,901 shares

    4.71% of the 13F portfolio, value $38,499,339.

    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 1,022,545 shares
    Change vs previous 13F +42,332 shares

    5.71% of the 13F portfolio, value $43,908,081.

    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 980,213 shares
    Change vs previous 13F +20,407 shares

    5.54% of the 13F portfolio, value $40,296,557.

    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 959,806 shares
    Change vs previous 13F +30,894 shares

    5.56% of the 13F portfolio, value $38,065,902.

    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 928,912 shares
    Change vs previous 13F +141,663 shares

    5.2% of the 13F portfolio, value $33,115,714.

    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 787,249 shares
    Change vs previous 13F +51,736 shares

    4.11% of the 13F portfolio, value $26,246,893.

    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 735,513 shares
    Change vs previous 13F not available

    4.23% of the 13F portfolio, value $26,603,502.

    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).