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Disclosery

Brio Consultants, LLC: SUB position timeline

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

Brio Consultants, LLC held 75,986 SUB 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 75,986 shares
    Change vs previous 13F +3,620 shares

    0.95% of the 13F portfolio, value $8,090,179.

    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 72,366 shares
    Change vs previous 13F +2,473 shares

    0.94% of the 13F portfolio, value $7,691,742.

    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 69,893 shares
    Change vs previous 13F +4,216 shares

    0.97% of the 13F portfolio, value $7,457,588.

    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 65,677 shares
    Change vs previous 13F +2,179 shares

    0.96% of the 13F portfolio, value $7,013,033.

    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 63,498 shares
    Change vs previous 13F +656 shares

    0.99% of the 13F portfolio, value $6,752,419.

    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 62,842 shares
    Change vs previous 13F +3,472 shares

    1.04% of the 13F portfolio, value $6,636,098.

    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 59,370 shares
    Change vs previous 13F +3,010 shares

    0.98% of the 13F portfolio, value $6,262,399.

    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 56,360 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $5,984,884.

    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).