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Brio Consultants, LLC: IFRA position timeline

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

Brio Consultants, LLC held 188,776 IFRA 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 188,776 shares
    Change vs previous 13F +2,439 shares

    1.39% of the 13F portfolio, value $11,900,457.

    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 186,337 shares
    Change vs previous 13F -1,945 shares

    1.43% of the 13F portfolio, value $11,714,982.

    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 188,282 shares
    Change vs previous 13F +5,133 shares

    1.29% of the 13F portfolio, value $9,907,424.

    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 183,149 shares
    Change vs previous 13F +1,778 shares

    1.33% of the 13F portfolio, value $9,673,949.

    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 181,371 shares
    Change vs previous 13F -415 shares

    1.3% of the 13F portfolio, value $8,921,648.

    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 181,786 shares
    Change vs previous 13F +2,756 shares

    1.29% of the 13F portfolio, value $8,193,112.

    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 179,030 shares
    Change vs previous 13F +4,240 shares

    1.3% of the 13F portfolio, value $8,287,281.

    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 174,790 shares
    Change vs previous 13F not available

    1.31% of the 13F portfolio, value $8,209,884.

    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).