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Brio Consultants, LLC: VOO position timeline

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

Brio Consultants, LLC held 127,028 VOO 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 127,028 shares
    Change vs previous 13F -1,078 shares

    10.22% of the 13F portfolio, value $87,244,123.

    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 128,106 shares
    Change vs previous 13F -2,908 shares

    10.42% of the 13F portfolio, value $85,229,036.

    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 131,014 shares
    Change vs previous 13F +655 shares

    10.68% of the 13F portfolio, value $82,162,519.

    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 130,359 shares
    Change vs previous 13F +2,605 shares

    10.98% of the 13F portfolio, value $79,829,334.

    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 127,754 shares
    Change vs previous 13F +155 shares

    10.6% of the 13F portfolio, value $72,568,061.

    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 127,599 shares
    Change vs previous 13F +15,387 shares

    10.3% of the 13F portfolio, value $65,574,459.

    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 112,212 shares
    Change vs previous 13F +3,180 shares

    9.46% of the 13F portfolio, value $60,461,184.

    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 109,032 shares
    Change vs previous 13F not available

    9.15% of the 13F portfolio, value $57,533,049.

    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).