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Brio Consultants, LLC: VTEC position timeline

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

Brio Consultants, LLC held 58,901 VTEC 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 58,901 shares
    Change vs previous 13F +1,210 shares

    0.69% of the 13F portfolio, value $5,925,476.

    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 57,691 shares
    Change vs previous 13F +3,297 shares

    0.7% of the 13F portfolio, value $5,747,789.

    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 54,394 shares
    Change vs previous 13F +2,947 shares

    0.71% of the 13F portfolio, value $5,453,578.

    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 51,447 shares
    Change vs previous 13F -7,937 shares

    0.71% of the 13F portfolio, value $5,132,835.

    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 59,384 shares
    Change vs previous 13F +6,455 shares

    0.85% of the 13F portfolio, value $5,796,442.

    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 52,929 shares
    Change vs previous 13F +44,472 shares

    0.82% of the 13F portfolio, value $5,208,214.

    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 8,457 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $841,810.

    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).