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Brio Consultants, LLC: SCHF position timeline

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

Brio Consultants, LLC held 66,747 SCHF 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 66,747 shares
    Change vs previous 13F +491 shares

    0.22% of the 13F portfolio, value $1,848,886.

    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 66,256 shares
    Change vs previous 13F -3,682 shares

    0.22% of the 13F portfolio, value $1,765,733.

    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 69,938 shares
    Change vs previous 13F +11,184 shares

    0.22% of the 13F portfolio, value $1,681,319.

    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 58,754 shares
    Change vs previous 13F -3,780 shares

    0.19% of the 13F portfolio, value $1,367,797.

    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 62,534 shares
    Change vs previous 13F +42,441 shares

    0.2% of the 13F portfolio, value $1,382,005.

    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 20,093 shares
    Change vs previous 13F +3,530 shares

    0.06% of the 13F portfolio, value $397,440.

    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 16,563 shares
    Change vs previous 13F +10,114 shares

    0.05% of the 13F portfolio, value $306,416.

    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 6,449 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $265,183.

    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).