Skip to content
Disclosery

Brio Consultants, LLC: SCHH position timeline

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

Brio Consultants, LLC held 102,848 SCHH 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 102,848 shares
    Change vs previous 13F +3,120 shares

    0.29% of the 13F portfolio, value $2,435,439.

    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 99,728 shares
    Change vs previous 13F -4,151 shares

    0.28% of the 13F portfolio, value $2,324,648.

    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 103,879 shares
    Change vs previous 13F +2,499 shares

    0.28% of the 13F portfolio, value $2,170,028.

    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 101,380 shares
    Change vs previous 13F +2,735 shares

    0.3% of the 13F portfolio, value $2,186,761.

    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 98,645 shares
    Change vs previous 13F -4,673 shares

    0.3% of the 13F portfolio, value $2,087,321.

    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 103,318 shares
    Change vs previous 13F +1,027 shares

    0.35% of the 13F portfolio, value $2,222,360.

    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 102,291 shares
    Change vs previous 13F +963 shares

    0.34% of the 13F portfolio, value $2,154,258.

    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 101,328 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $2,347,761.

    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).