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Disclosery

Brio Consultants, LLC: SUSB position timeline

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

Brio Consultants, LLC held 152,702 SUSB 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 152,702 shares
    Change vs previous 13F +3,861 shares

    0.45% of the 13F portfolio, value $3,816,019.

    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 148,841 shares
    Change vs previous 13F +22,011 shares

    0.45% of the 13F portfolio, value $3,716,549.

    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 126,830 shares
    Change vs previous 13F +8,895 shares

    0.42% of the 13F portfolio, value $3,201,199.

    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 117,935 shares
    Change vs previous 13F +8,408 shares

    0.41% of the 13F portfolio, value $2,984,938.

    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 109,527 shares
    Change vs previous 13F -5,859 shares

    0.4% of the 13F portfolio, value $2,756,786.

    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 115,386 shares
    Change vs previous 13F +8,588 shares

    0.45% of the 13F portfolio, value $2,883,500.

    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 106,798 shares
    Change vs previous 13F +10,592 shares

    0.41% of the 13F portfolio, value $2,637,918.

    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 96,206 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $2,420,538.

    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).