Skip to content
Disclosery

Brio Consultants, LLC: XLRE position timeline

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

Brio Consultants, LLC held 245,437 XLRE 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 245,437 shares
    Change vs previous 13F +5,444 shares

    1.27% of the 13F portfolio, value $10,806,596.

    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 239,993 shares
    Change vs previous 13F +10,716 shares

    1.3% of the 13F portfolio, value $10,600,475.

    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 229,277 shares
    Change vs previous 13F +13,774 shares

    1.2% of the 13F portfolio, value $9,251,332.

    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 215,503 shares
    Change vs previous 13F +7,639 shares

    1.25% of the 13F portfolio, value $9,079,159.

    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 207,864 shares
    Change vs previous 13F +608 shares

    1.26% of the 13F portfolio, value $8,609,739.

    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 207,256 shares
    Change vs previous 13F +5,646 shares

    1.36% of the 13F portfolio, value $8,673,673.

    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 201,610 shares
    Change vs previous 13F +6,055 shares

    1.28% of the 13F portfolio, value $8,199,475.

    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 195,555 shares
    Change vs previous 13F not available

    1.39% of the 13F portfolio, value $8,735,427.

    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).