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Disclosery

Brio Consultants, LLC: MUB position timeline

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

Brio Consultants, LLC held 51,572 MUB 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 51,572 shares
    Change vs previous 13F +9,987 shares

    0.65% of the 13F portfolio, value $5,550,218.

    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 41,585 shares
    Change vs previous 13F -2,185 shares

    0.54% of the 13F portfolio, value $4,439,984.

    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 43,770 shares
    Change vs previous 13F -55 shares

    0.61% of the 13F portfolio, value $4,688,221.

    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 43,825 shares
    Change vs previous 13F -3,026 shares

    0.64% of the 13F portfolio, value $4,666,956.

    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 46,851 shares
    Change vs previous 13F +1,192 shares

    0.72% of the 13F portfolio, value $4,894,964.

    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 45,659 shares
    Change vs previous 13F +1,272 shares

    0.76% of the 13F portfolio, value $4,814,250.

    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 44,387 shares
    Change vs previous 13F +10,619 shares

    0.74% of the 13F portfolio, value $4,729,468.

    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 33,768 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $3,668,231.

    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).