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PlanVest Financial, Inc

Position in BRLT — Brilliant Earth Group, Inc.

CIK 2135239 GAITHERSBURG, MD

Position in BRLT

as of Jun 30, 2026 · filed Aug 10, 2026
Position Value
$4,982
-$881 QoQ
Shares Held
4,409
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#26
of 37 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in BRLT Over Time

Shares Held

Position Value (USD)

Position in Luxury Goods

Consumer Cyclical · as of Jun 30, 2026

PlanVest Financial, Inc holds $4,982 across 1 Luxury Goods name. BRLT ranks #1 (100.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BRLT
Brilliant Earth Group, Inc.
This page
4,409 $4,982

All Filings in BRLT

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2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $4,982 4,409
2026-03-31 $5,863 4,409