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Disclosery

Brio Consultants, LLC: SHM position timeline

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

Brio Consultants, LLC held 86,254 SHM 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 86,254 shares
    Change vs previous 13F +1,102 shares

    0.48% of the 13F portfolio, value $4,137,159.

    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 85,152 shares
    Change vs previous 13F -333 shares

    0.5% of the 13F portfolio, value $4,066,842.

    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 85,485 shares
    Change vs previous 13F +2,675 shares

    0.53% of the 13F portfolio, value $4,102,417.

    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 82,810 shares
    Change vs previous 13F -1,528 shares

    0.55% of the 13F portfolio, value $3,993,080.

    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 84,338 shares
    Change vs previous 13F -4,416 shares

    0.59% of the 13F portfolio, value $4,033,897.

    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 88,754 shares
    Change vs previous 13F -11,273 shares

    0.66% of the 13F portfolio, value $4,224,680.

    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 100,027 shares
    Change vs previous 13F -17,331 shares

    0.74% of the 13F portfolio, value $4,740,297.

    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 117,358 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $5,649,613.

    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).