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Beacon Bridge Wealth Partners, LLC: VUG position timeline

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

Beacon Bridge Wealth Partners, LLC held 190,527 VUG 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 190,527 shares
    Change vs previous 13F +159,737 shares

    4.68% of the 13F portfolio, value $16,411,968.

    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 30,790 shares
    Change vs previous 13F +498 shares

    4.5% of the 13F portfolio, value $13,448,822.

    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 30,292 shares
    Change vs previous 13F -610 shares

    4.91% of the 13F portfolio, value $14,778,179.

    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 30,902 shares
    Change vs previous 13F +570 shares

    5.27% of the 13F portfolio, value $14,821,109.

    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 30,332 shares
    Change vs previous 13F -3,510 shares

    5.28% of the 13F portfolio, value $13,297,656.

    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 33,842 shares
    Change vs previous 13F +2,330 shares

    5.35% of the 13F portfolio, value $12,549,381.

    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 31,512 shares
    Change vs previous 13F +2,146 shares

    5.49% of the 13F portfolio, value $12,933,785.

    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 29,366 shares
    Change vs previous 13F not available

    4.84% of the 13F portfolio, value $11,274,488.

    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).