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Disclosery

Brio Consultants, LLC: IWF position timeline

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

Brio Consultants, LLC held 14,718 IWF 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 14,718 shares
    Change vs previous 13F -107 shares

    0.21% of the 13F portfolio, value $1,827,502.

    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 14,825 shares
    Change vs previous 13F +11,396 shares

    0.22% of the 13F portfolio, value $1,785,069.

    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 3,429 shares
    Change vs previous 13F -303 shares

    0.21% of the 13F portfolio, value $1,622,781.

    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 3,732 shares
    Change vs previous 13F -146 shares

    0.24% of the 13F portfolio, value $1,748,243.

    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 3,878 shares
    Change vs previous 13F -270 shares

    0.24% of the 13F portfolio, value $1,646,357.

    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 4,148 shares
    Change vs previous 13F +533 shares

    0.24% of the 13F portfolio, value $1,497,837.

    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 3,615 shares
    Change vs previous 13F -318 shares

    0.23% of the 13F portfolio, value $1,451,860.

    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 3,933 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,476,194.

    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).