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Disclosery

Brio Consultants, LLC: VIG position timeline

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

Brio Consultants, LLC held 38,626 VIG 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 38,626 shares
    Change vs previous 13F -71 shares

    1.07% of the 13F portfolio, value $9,139,698.

    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 38,697 shares
    Change vs previous 13F -3,349 shares

    1.08% of the 13F portfolio, value $8,856,920.

    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 42,046 shares
    Change vs previous 13F -583 shares

    1.2% of the 13F portfolio, value $9,240,840.

    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 42,629 shares
    Change vs previous 13F -542 shares

    1.27% of the 13F portfolio, value $9,198,910.

    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 43,171 shares
    Change vs previous 13F -1,253 shares

    1.29% of the 13F portfolio, value $8,835,853.

    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 44,424 shares
    Change vs previous 13F -2,284 shares

    1.35% of the 13F portfolio, value $8,617,853.

    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 46,708 shares
    Change vs previous 13F -1,982 shares

    1.43% of the 13F portfolio, value $9,146,904.

    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 48,690 shares
    Change vs previous 13F not available

    1.53% of the 13F portfolio, value $9,643,511.

    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).