Advertisement
Screener

Brio Consultants, LLC Last Quarter Change: USA Bonds: Other Debt, Reduced

Brio Consultants, LLC quarter change: USA Bonds: Other Debt, Reduced

In other debt filed by principal amount (debentures, bonds) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Brio Consultants, LLC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.

Two Form 13F-HR filings compared (SEC CIK 1747799): 2026-03-31 (filed 2026-05-06) and 2026-06-30 (filed 2026-08-12). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

No position of this class changed this way between the two filings.

Similar Firms

Firm NameCountry13F ValueHoldings
Premier Path Wealth Partners, LLCUnited States$0.767B398
Arbor Investment Advisors, LLCUnited States$0.768B114
FIDUCIENT ADVISORS LLCUnited States$0.765B139
Capital Advantage, Inc.United States$0.765B145
Revolve Wealth Partners, LLCUnited States$0.770B230
Camrose Capital Investment Partners LLPUnited Kingdom$0.764B10
Slow Capital, Inc.United States$0.770B104
CRA Financial Services, LLCUnited States$0.770B296
Wahed Invest LLCUnited States$0.770B225
Concord Wealth PartnersUnited States$0.770B207