Skip to content
Disclosery

Beacon Bridge Wealth Partners, LLC: SCHQ position timeline

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

Beacon Bridge Wealth Partners, LLC held 169,913 SCHQ 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 169,913 shares
    Change vs previous 13F -6,943 shares

    1.52% of the 13F portfolio, value $5,318,271.

    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 176,856 shares
    Change vs previous 13F +1,988 shares

    1.86% of the 13F portfolio, value $5,558,595.

    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 174,868 shares
    Change vs previous 13F -30,781 shares

    1.84% of the 13F portfolio, value $5,543,312.

    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 205,649 shares
    Change vs previous 13F +1,530 shares

    2.36% of the 13F portfolio, value $6,644,515.

    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 204,119 shares
    Change vs previous 13F +31,560 shares

    2.58% of the 13F portfolio, value $6,509,347.

    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 172,559 shares
    Change vs previous 13F +323 shares

    2.41% of the 13F portfolio, value $5,653,032.

    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 172,236 shares
    Change vs previous 13F +11,228 shares

    2.3% of the 13F portfolio, value $5,413,377.

    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 161,008 shares
    Change vs previous 13F not available

    2.42% of the 13F portfolio, value $5,633,670.

    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).