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Disclosery

Brio Consultants, LLC: SDG position timeline

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

Brio Consultants, LLC held 9,592 SDG 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 9,592 shares
    Change vs previous 13F +111 shares

    0.1% of the 13F portfolio, value $857,775.

    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 9,481 shares
    Change vs previous 13F +1,261 shares

    0.1% of the 13F portfolio, value $848,618.

    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 8,220 shares
    Change vs previous 13F +466 shares

    0.09% of the 13F portfolio, value $692,318.

    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 7,754 shares
    Change vs previous 13F +476 shares

    0.09% of the 13F portfolio, value $645,166.

    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 7,278 shares
    Change vs previous 13F +644 shares

    0.08% of the 13F portfolio, value $552,138.

    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 6,634 shares
    Change vs previous 13F +412 shares

    0.08% of the 13F portfolio, value $480,209.

    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 6,222 shares
    Change vs previous 13F +305 shares

    0.07% of the 13F portfolio, value $445,220.

    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 5,917 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $501,666.

    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).