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Brio Consultants, LLC: TIPX position timeline

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

Brio Consultants, LLC held 1,009,494 TIPX 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 1,009,494 shares
    Change vs previous 13F +24,202 shares

    2.24% of the 13F portfolio, value $19,109,717.

    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 985,292 shares
    Change vs previous 13F +38,622 shares

    2.32% of the 13F portfolio, value $18,937,315.

    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 946,670 shares
    Change vs previous 13F +58,106 shares

    2.35% of the 13F portfolio, value $18,062,460.

    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 888,564 shares
    Change vs previous 13F +23,642 shares

    2.36% of the 13F portfolio, value $17,140,393.

    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 864,922 shares
    Change vs previous 13F +29,452 shares

    2.42% of the 13F portfolio, value $16,554,598.

    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 835,470 shares
    Change vs previous 13F +12,746 shares

    2.52% of the 13F portfolio, value $16,032,676.

    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 822,724 shares
    Change vs previous 13F +40,923 shares

    2.38% of the 13F portfolio, value $15,212,163.

    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 781,801 shares
    Change vs previous 13F not available

    2.36% of the 13F portfolio, value $14,815,131.

    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).