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Beacon Bridge Wealth Partners, LLC: IVE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Beacon Bridge Wealth Partners, LLC on IVE, newest first. How the timeline and the estimate are built.

Beacon Bridge Wealth Partners, LLC held 1,732 IVE shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,732 shares
    Change vs previous 13F -191 shares

    0.11% of the 13F portfolio, value $393,321.

    13F-HR 0001765380-26-000277 filed by Beacon Bridge Wealth Partners, 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 1,923 shares
    Change vs previous 13F +28 shares

    0.14% of the 13F portfolio, value $406,050.

    13F-HR 0001765380-26-000151 filed by Beacon Bridge Wealth Partners, 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 1,895 shares
    Change vs previous 13F -51 shares

    0.13% of the 13F portfolio, value $401,855.

    13F-HR 0001765380-26-000036 filed by Beacon Bridge Wealth Partners, 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 1,946 shares
    Change vs previous 13F +115 shares

    0.14% of the 13F portfolio, value $401,769.

    13F-HR 0001765380-25-000438 filed by Beacon Bridge Wealth Partners, 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 1,831 shares
    Change vs previous 13F +1 shares

    0.14% of the 13F portfolio, value $357,864.

    13F-HR 0001765380-25-000264 filed by Beacon Bridge Wealth Partners, 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 1,830 shares
    Change vs previous 13F +1 shares

    0.15% of the 13F portfolio, value $348,762.

    13F-HR 0001765380-25-000186 filed by Beacon Bridge Wealth Partners, 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 1,829 shares
    Change vs previous 13F -1 shares

    0.15% of the 13F portfolio, value $349,089.

    13F-HR 0001765380-25-000037 filed by Beacon Bridge Wealth Partners, 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 1,830 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $360,861.

    13F-HR 0001765380-24-000431 filed by Beacon Bridge Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).