BRIA · Company research
BrilliA Inc (BRIA): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
5records availableConsumer
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| COMPASS FINANCIAL MANAGEMENT LLC | 2148724 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 61 | 69000 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| PlanVest Financial, Inc | 2135239 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4409 | 4982000 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Beacon Bank & Trust | 1831984 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20000 | 2 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| Bogart Wealth, LLC | 1715740 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7 | 8000 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| UBS Group AG | 1610520 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 471 | 692 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.