Skip to content
Disclosery

Brio Consultants, LLC: SPDW position timeline

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

Brio Consultants, LLC held 994,021 SPDW 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 994,021 shares
    Change vs previous 13F +17,985 shares

    5.87% of the 13F portfolio, value $50,088,694.

    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 976,036 shares
    Change vs previous 13F +3,752 shares

    5.87% of the 13F portfolio, value $48,011,188.

    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 972,284 shares
    Change vs previous 13F +33,346 shares

    5.61% of the 13F portfolio, value $43,179,135.

    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 938,938 shares
    Change vs previous 13F +14,988 shares

    5.53% of the 13F portfolio, value $40,177,149.

    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 923,950 shares
    Change vs previous 13F +24,506 shares

    5.47% of the 13F portfolio, value $37,410,735.

    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 899,444 shares
    Change vs previous 13F +139,242 shares

    5.14% of the 13F portfolio, value $32,748,773.

    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 760,202 shares
    Change vs previous 13F +47,841 shares

    4.06% of the 13F portfolio, value $25,945,702.

    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 712,361 shares
    Change vs previous 13F not available

    4.26% of the 13F portfolio, value $26,756,261.

    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).