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Disclosery

Brio Consultants, LLC: IJR position timeline

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

Brio Consultants, LLC held 6,229 IJR 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 6,229 shares
    Change vs previous 13F +307 shares

    0.11% of the 13F portfolio, value $923,834.

    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 5,922 shares
    Change vs previous 13F -314 shares

    0.1% of the 13F portfolio, value $817,918.

    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 6,236 shares
    Change vs previous 13F -472 shares

    0.1% of the 13F portfolio, value $749,409.

    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 6,708 shares
    Change vs previous 13F -1,385 shares

    0.11% of the 13F portfolio, value $797,151.

    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 8,093 shares
    Change vs previous 13F -2,479 shares

    0.13% of the 13F portfolio, value $884,477.

    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 10,572 shares
    Change vs previous 13F -7,219 shares

    0.17% of the 13F portfolio, value $1,105,467.

    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 17,791 shares
    Change vs previous 13F -3 shares

    0.32% of the 13F portfolio, value $2,049,928.

    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 17,794 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $2,081,186.

    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).