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Brio Consultants, LLC: VNQ position timeline

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

Brio Consultants, LLC held 11,438 VNQ 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 11,438 shares
    Change vs previous 13F +212 shares

    0.13% of the 13F portfolio, value $1,102,999.

    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 11,226 shares
    Change vs previous 13F -443 shares

    0.13% of the 13F portfolio, value $1,074,959.

    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 11,669 shares
    Change vs previous 13F +1,934 shares

    0.13% of the 13F portfolio, value $1,032,554.

    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 9,735 shares
    Change vs previous 13F -576 shares

    0.12% of the 13F portfolio, value $889,933.

    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 10,311 shares
    Change vs previous 13F -1,275 shares

    0.13% of the 13F portfolio, value $918,281.

    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 11,586 shares
    Change vs previous 13F +293 shares

    0.16% of the 13F portfolio, value $1,048,986.

    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 11,293 shares
    Change vs previous 13F +747 shares

    0.16% of the 13F portfolio, value $1,005,949.

    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 10,546 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,027,363.

    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).