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Brio Consultants, LLC: HTRB position timeline

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

Brio Consultants, LLC held 528,257 HTRB 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 528,257 shares
    Change vs previous 13F +1,073 shares

    2.09% of the 13F portfolio, value $17,820,758.

    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 527,184 shares
    Change vs previous 13F +7,680 shares

    2.17% of the 13F portfolio, value $17,787,187.

    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 519,504 shares
    Change vs previous 13F +46,730 shares

    2.31% of the 13F portfolio, value $17,741,055.

    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 472,774 shares
    Change vs previous 13F +10,251 shares

    2.23% of the 13F portfolio, value $16,211,430.

    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 462,523 shares
    Change vs previous 13F +10,191 shares

    2.29% of the 13F portfolio, value $15,665,650.

    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 452,332 shares
    Change vs previous 13F +9,696 shares

    2.4% of the 13F portfolio, value $15,315,949.

    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 442,636 shares
    Change vs previous 13F +57,815 shares

    2.31% of the 13F portfolio, value $14,753,055.

    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 384,821 shares
    Change vs previous 13F not available

    2.14% of the 13F portfolio, value $13,453,348.

    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).