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Disclosery

Brio Consultants, LLC: V position timeline

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

Brio Consultants, LLC held 3,425 V 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 3,425 shares
    Change vs previous 13F -97 shares

    0.14% of the 13F portfolio, value $1,174,963.

    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 3,522 shares
    Change vs previous 13F -1,878 shares

    0.14% of the 13F portfolio, value $1,134,077.

    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 5,400 shares
    Change vs previous 13F +2,445 shares

    0.25% of the 13F portfolio, value $1,893,711.

    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 2,955 shares
    Change vs previous 13F +38 shares

    0.14% of the 13F portfolio, value $1,008,658.

    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 2,917 shares
    Change vs previous 13F -53 shares

    0.15% of the 13F portfolio, value $1,035,544.

    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 2,970 shares
    Change vs previous 13F -1,830 shares

    0.16% of the 13F portfolio, value $1,040,719.

    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 4,800 shares
    Change vs previous 13F +136 shares

    0.24% of the 13F portfolio, value $1,516,849.

    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 4,664 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,282,232.

    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).