Skip to content
Disclosery

Beacon Bridge Wealth Partners, LLC: SCHF position timeline

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

Beacon Bridge Wealth Partners, LLC held 122,407 SCHF 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 122,407 shares
    Change vs previous 13F +23,374 shares

    0.97% of the 13F portfolio, value $3,390,674.

    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 99,033 shares
    Change vs previous 13F +6,896 shares

    0.82% of the 13F portfolio, value $2,451,067.

    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 92,137 shares
    Change vs previous 13F -27,275 shares

    0.74% of the 13F portfolio, value $2,214,973.

    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 119,412 shares
    Change vs previous 13F -36,786 shares

    0.99% of the 13F portfolio, value $2,779,911.

    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 156,198 shares
    Change vs previous 13F -10,048 shares

    1.37% of the 13F portfolio, value $3,451,976.

    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 166,246 shares
    Change vs previous 13F +190 shares

    1.4% of the 13F portfolio, value $3,288,346.

    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 166,056 shares
    Change vs previous 13F +86,031 shares

    1.3% of the 13F portfolio, value $3,072,036.

    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 80,025 shares
    Change vs previous 13F not available

    1.41% of the 13F portfolio, value $3,290,628.

    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).