Skip to main content

Brio Consultants, LLC

SEC CIK
0001747799
Latest filing
Aug 12, 2026

V holding history

Visa Inc. in every 13F filed by Brio Consultants, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

V overviewAll 13F holders of VFull Q2 2026 holdings

Shares (Q2 2026)
3,425
Value
$1.17M
% of portfolio
0.1%
Quarters held
19
Since Q1 2021
Holdings of V by Brio Consultants, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,425$1.17M0.1%−97−2.8%ReducedHolders
Q1 20263,522$1.13M0.1%−1,878−34.8%ReducedHolders
Q4 20255,400$1.89M0.2%+2,445+82.7%AddedHolders
Q3 20252,955$1.01M0.1%+38+1.3%AddedHolders
Q2 20252,917$1.04M0.2%−53−1.8%ReducedHolders
Q1 20252,970$1.04M0.2%−1,830−38.1%ReducedHolders
Q4 20244,800$1.52M0.2%+136+2.9%AddedHolders
Q3 20244,664$1.28M0.2%+3,429+277.7%AddedHolders
Q2 20241,235$324.3K0.1%+67+5.7%AddedHolders
Q1 20241,168$326.1K0.1%−387−24.9%ReducedHolders
Q4 20231,555$404.9K0.1%+437+39.1%AddedHolders
Q3 20231,118$257.2K<0.1%+82+7.9%AddedHolders
Q2 20231,036$246.0K<0.1%−64−5.8%ReducedHolders
Q1 20231,100$248.0K<0.1%+94+9.3%AddedHolders
Q4 20221,006$209.0K<0.1%+1,006NewHolders
Q2 20220$00.0%−975−100.0%Sold outHolders
Q1 2022975$216.0K<0.1%+975NewHolders
Q4 20210$00.0%−3,792−100.0%Sold outHolders
Q3 20213,792$845.0K0.2%+21+0.6%AddedHolders
Q2 20213,771$882.0K0.2%+10.0%AddedHolders
Q1 20213,770$798.0K0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.