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Disclosery

Brio Consultants, LLC: ISTB position timeline

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

Brio Consultants, LLC held 123,399 ISTB 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 123,399 shares
    Change vs previous 13F +180 shares

    0.7% of the 13F portfolio, value $5,954,016.

    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 123,219 shares
    Change vs previous 13F -904 shares

    0.73% of the 13F portfolio, value $5,946,563.

    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 124,123 shares
    Change vs previous 13F -2,485 shares

    0.79% of the 13F portfolio, value $6,051,011.

    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 126,608 shares
    Change vs previous 13F -2,566 shares

    0.85% of the 13F portfolio, value $6,183,541.

    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 129,174 shares
    Change vs previous 13F -1,937 shares

    0.92% of the 13F portfolio, value $6,284,328.

    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 131,111 shares
    Change vs previous 13F -1,591 shares

    1% of the 13F portfolio, value $6,339,220.

    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 132,702 shares
    Change vs previous 13F -4,097 shares

    0.99% of the 13F portfolio, value $6,339,177.

    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 136,799 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $6,659,378.

    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).