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Disclosery

Brio Consultants, LLC: MSFT position timeline

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

Brio Consultants, LLC held 4,779 MSFT 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 4,779 shares
    Change vs previous 13F +326 shares

    0.21% of the 13F portfolio, value $1,782,603.

    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 4,453 shares
    Change vs previous 13F -229 shares

    0.22% of the 13F portfolio, value $1,832,041.

    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 4,682 shares
    Change vs previous 13F +366 shares

    0.29% of the 13F portfolio, value $2,264,300.

    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 4,316 shares
    Change vs previous 13F +372 shares

    0.31% of the 13F portfolio, value $2,235,280.

    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 3,944 shares
    Change vs previous 13F +509 shares

    0.29% of the 13F portfolio, value $1,961,896.

    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 3,435 shares
    Change vs previous 13F +47 shares

    0.2% of the 13F portfolio, value $1,289,388.

    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 3,388 shares
    Change vs previous 13F +468 shares

    0.22% of the 13F portfolio, value $1,428,154.

    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 2,920 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,256,266.

    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).