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Disclosery

Brio Consultants, LLC: SPEM position timeline

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

Brio Consultants, LLC held 424,043 SPEM 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 424,043 shares
    Change vs previous 13F +14,650 shares

    2.57% of the 13F portfolio, value $21,956,948.

    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 409,393 shares
    Change vs previous 13F +145,938 shares

    2.58% of the 13F portfolio, value $21,136,958.

    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 263,455 shares
    Change vs previous 13F not available

    1.6% of the 13F portfolio, value $12,332,326.

    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).