Skip to content
Disclosery

Beacon Bridge Wealth Partners, LLC: MBB position timeline

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

Beacon Bridge Wealth Partners, LLC held 115,183 MBB 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 115,183 shares
    Change vs previous 13F +1,989 shares

    3.1% of the 13F portfolio, value $10,887,144.

    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 113,194 shares
    Change vs previous 13F -4,550 shares

    3.6% of the 13F portfolio, value $10,747,766.

    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 117,744 shares
    Change vs previous 13F +7,104 shares

    3.72% of the 13F portfolio, value $11,211,562.

    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 110,640 shares
    Change vs previous 13F +4,553 shares

    3.74% of the 13F portfolio, value $10,527,397.

    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 106,087 shares
    Change vs previous 13F -2,305 shares

    3.95% of the 13F portfolio, value $9,960,537.

    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 108,392 shares
    Change vs previous 13F +1,907 shares

    4.34% of the 13F portfolio, value $10,164,985.

    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 106,485 shares
    Change vs previous 13F -18,129 shares

    4.15% of the 13F portfolio, value $9,762,580.

    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 124,614 shares
    Change vs previous 13F not available

    5.13% of the 13F portfolio, value $11,939,308.

    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).