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Brio Consultants, LLC: IUSG position timeline

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

Brio Consultants, LLC held 75,494 IUSG 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 75,494 shares
    Change vs previous 13F -881 shares

    1.66% of the 13F portfolio, value $14,199,641.

    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 76,375 shares
    Change vs previous 13F -5,085 shares

    1.68% of the 13F portfolio, value $13,727,703.

    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 81,460 shares
    Change vs previous 13F +1,277 shares

    1.78% of the 13F portfolio, value $13,680,456.

    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 80,183 shares
    Change vs previous 13F -1,593 shares

    1.82% of the 13F portfolio, value $13,193,376.

    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 81,776 shares
    Change vs previous 13F -12,354 shares

    1.8% of the 13F portfolio, value $12,299,125.

    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 94,130 shares
    Change vs previous 13F +839 shares

    1.88% of the 13F portfolio, value $11,962,058.

    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 93,291 shares
    Change vs previous 13F +2,756 shares

    2.03% of the 13F portfolio, value $13,000,057.

    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 90,535 shares
    Change vs previous 13F not available

    1.9% of the 13F portfolio, value $11,942,442.

    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).