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Disclosery

Brio Consultants, LLC: USSG position timeline

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

Brio Consultants, LLC held 124,959 USSG 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 124,959 shares
    Change vs previous 13F -717 shares

    1.02% of the 13F portfolio, value $8,679,661.

    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 125,676 shares
    Change vs previous 13F +8,691 shares

    1.02% of the 13F portfolio, value $8,384,324.

    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 116,985 shares
    Change vs previous 13F +2,204 shares

    0.97% of the 13F portfolio, value $7,429,129.

    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 114,781 shares
    Change vs previous 13F +3,578 shares

    0.97% of the 13F portfolio, value $7,041,255.

    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 111,203 shares
    Change vs previous 13F +3,411 shares

    0.92% of the 13F portfolio, value $6,325,220.

    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 107,792 shares
    Change vs previous 13F -1,565 shares

    0.85% of the 13F portfolio, value $5,429,505.

    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 109,357 shares
    Change vs previous 13F +7,619 shares

    0.92% of the 13F portfolio, value $5,903,094.

    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 101,738 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $5,420,048.

    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).