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Brio Consultants, LLC: QEFA position timeline

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

Brio Consultants, LLC held 95,653 QEFA 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 95,653 shares
    Change vs previous 13F -675 shares

    1.08% of the 13F portfolio, value $9,184,140.

    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 96,328 shares
    Change vs previous 13F -3,320 shares

    1.14% of the 13F portfolio, value $9,289,841.

    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 99,648 shares
    Change vs previous 13F +5,366 shares

    1.17% of the 13F portfolio, value $9,035,071.

    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 94,282 shares
    Change vs previous 13F +9,327 shares

    1.14% of the 13F portfolio, value $8,288,295.

    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 84,955 shares
    Change vs previous 13F +7,644 shares

    1.06% of the 13F portfolio, value $7,250,098.

    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 77,311 shares
    Change vs previous 13F +8,087 shares

    0.96% of the 13F portfolio, value $6,104,184.

    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 69,224 shares
    Change vs previous 13F +3,969 shares

    0.79% of the 13F portfolio, value $5,019,411.

    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 65,255 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $5,251,820.

    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).