Skip to content
Disclosery

Brio Consultants, LLC: SCHG position timeline

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

Brio Consultants, LLC held 1,880,176 SCHG 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 1,880,176 shares
    Change vs previous 13F +10,372 shares

    7.46% of the 13F portfolio, value $63,625,156.

    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 1,869,804 shares
    Change vs previous 13F -265,380 shares

    7.59% of the 13F portfolio, value $62,114,885.

    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 2,135,184 shares
    Change vs previous 13F -79,263 shares

    9.05% of the 13F portfolio, value $69,649,709.

    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 2,214,447 shares
    Change vs previous 13F -38,229 shares

    9.72% of the 13F portfolio, value $70,663,012.

    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 2,252,676 shares
    Change vs previous 13F -20,645 shares

    9.61% of the 13F portfolio, value $65,800,672.

    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 2,273,321 shares
    Change vs previous 13F -308,512 shares

    8.94% of the 13F portfolio, value $56,923,968.

    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 2,581,833 shares
    Change vs previous 13F +1,934,604 shares

    11.26% of the 13F portfolio, value $71,955,695.

    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 647,229 shares
    Change vs previous 13F not available

    10.73% of the 13F portfolio, value $67,428,298.

    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).