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Brio Consultants, LLC: IAGG position timeline

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

Brio Consultants, LLC held 357,992 IAGG 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 357,992 shares
    Change vs previous 13F +7,097 shares

    2.12% of the 13F portfolio, value $18,114,418.

    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 350,895 shares
    Change vs previous 13F +14,120 shares

    2.14% of the 13F portfolio, value $17,499,111.

    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 336,775 shares
    Change vs previous 13F +24,518 shares

    2.19% of the 13F portfolio, value $16,842,101.

    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 312,257 shares
    Change vs previous 13F +7,136 shares

    2.2% of the 13F portfolio, value $15,996,951.

    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 305,121 shares
    Change vs previous 13F +9,618 shares

    2.28% of the 13F portfolio, value $15,588,628.

    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 295,503 shares
    Change vs previous 13F +6,426 shares

    2.32% of the 13F portfolio, value $14,772,199.

    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 289,077 shares
    Change vs previous 13F +15,295 shares

    2.26% of the 13F portfolio, value $14,430,706.

    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 273,782 shares
    Change vs previous 13F not available

    2.26% of the 13F portfolio, value $14,187,391.

    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).