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Brio Consultants, LLC: SPYM position timeline

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

Brio Consultants, LLC held 183,922 SPYM 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 183,922 shares
    Change vs previous 13F +32,293 shares

    1.89% of the 13F portfolio, value $16,163,054.

    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 151,629 shares
    Change vs previous 13F +90,183 shares

    1.58% of the 13F portfolio, value $12,917,240.

    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 61,446 shares
    Change vs previous 13F +45,065 shares

    0.64% of the 13F portfolio, value $4,929,188.

    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 16,381 shares
    Change vs previous 13F +2,807 shares

    0.18% of the 13F portfolio, value $1,283,284.

    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 13,574 shares
    Change vs previous 13F +3,525 shares

    0.14% of the 13F portfolio, value $986,662.

    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 10,049 shares
    Change vs previous 13F +2,927 shares

    0.1% of the 13F portfolio, value $660,844.

    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 7,122 shares
    Change vs previous 13F +401 shares

    0.08% of the 13F portfolio, value $490,960.

    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 6,721 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $453,745.

    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).