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Bluebird Wealth Management LLC: TER position timeline

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

Bluebird Wealth Management LLC held 5,834 TER 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 5,834 shares
    Change vs previous 13F -991 shares

    2.45% of the 13F portfolio, value $2,822,723.

    13F-HR 0002104503-26-000003 filed by Bluebird Wealth Management 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 6,825 shares
    Change vs previous 13F +3,864 shares

    2.07% of the 13F portfolio, value $2,023,340.

    13F-HR 0002104503-26-000002 filed by Bluebird Wealth Management 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 2,961 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $573,131.

    13F-HR 0002104503-26-000001 filed by Bluebird Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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