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Brio Consultants, LLC: VCRM position timeline

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

Brio Consultants, LLC held 49,083 VCRM 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 49,083 shares
    Change vs previous 13F +10,108 shares

    0.44% of the 13F portfolio, value $3,749,941.

    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 38,975 shares
    Change vs previous 13F +997 shares

    0.36% of the 13F portfolio, value $2,946,113.

    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 37,978 shares
    Change vs previous 13F +4,891 shares

    0.37% of the 13F portfolio, value $2,870,020.

    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 33,087 shares
    Change vs previous 13F +1,806 shares

    0.34% of the 13F portfolio, value $2,489,797.

    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 31,281 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $2,301,343.

    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).