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Brio Consultants, LLC: SCHB position timeline

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

Brio Consultants, LLC held 224,925 SCHB 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 224,925 shares
    Change vs previous 13F +365 shares

    0.76% of the 13F portfolio, value $6,513,828.

    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 224,560 shares
    Change vs previous 13F +53,804 shares

    0.77% of the 13F portfolio, value $6,274,210.

    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 170,756 shares
    Change vs previous 13F +21,575 shares

    0.58% of the 13F portfolio, value $4,478,930.

    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 149,181 shares
    Change vs previous 13F +961 shares

    0.53% of the 13F portfolio, value $3,835,444.

    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 148,220 shares
    Change vs previous 13F +69,320 shares

    0.52% of the 13F portfolio, value $3,532,083.

    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 78,900 shares
    Change vs previous 13F +31,658 shares

    0.27% of the 13F portfolio, value $1,698,717.

    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 47,242 shares
    Change vs previous 13F +35,505 shares

    0.17% of the 13F portfolio, value $1,072,393.

    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 11,737 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $780,745.

    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).