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Brio Consultants, LLC: SMMD position timeline

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

Brio Consultants, LLC held 176,437 SMMD 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 176,437 shares
    Change vs previous 13F +3,392 shares

    1.89% of the 13F portfolio, value $16,166,959.

    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 173,045 shares
    Change vs previous 13F +63,764 shares

    1.82% of the 13F portfolio, value $14,885,352.

    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 109,281 shares
    Change vs previous 13F -32,943 shares

    1.06% of the 13F portfolio, value $8,189,524.

    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 142,224 shares
    Change vs previous 13F -26,817 shares

    1.44% of the 13F portfolio, value $10,486,158.

    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 169,041 shares
    Change vs previous 13F -22,703 shares

    1.67% of the 13F portfolio, value $11,457,617.

    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 191,744 shares
    Change vs previous 13F -139,041 shares

    1.88% of the 13F portfolio, value $11,991,686.

    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 330,785 shares
    Change vs previous 13F -1,543 shares

    3.52% of the 13F portfolio, value $22,493,393.

    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 332,328 shares
    Change vs previous 13F not available

    3.58% of the 13F portfolio, value $22,508,609.

    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).