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Bluespring Wealth Management, LLC: BR position timeline

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

Bluespring Wealth Management, LLC held 4,296 BR shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,296 shares
    Change vs previous 13F -1,508 shares

    0.01% of the 13F portfolio, value $588,337.

    13F-HR 0001557485-26-000004 filed by Bluespring 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 5,804 shares
    Change vs previous 13F +238 shares

    0.08% of the 13F portfolio, value $948,700.

    13F-HR 0001085146-26-000355 filed by Bluespring 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 5,566 shares
    Change vs previous 13F -93 shares

    0.11% of the 13F portfolio, value $1,247,609.

    13F-HR 0001085146-26-000135 filed by Bluespring Wealth Management, 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 5,659 shares
    Change vs previous 13F -79 shares

    0.12% of the 13F portfolio, value $1,353,324.

    13F-HR 0001085146-25-005984 filed by Bluespring Wealth Management, 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 5,738 shares
    Change vs previous 13F -37 shares

    0.13% of the 13F portfolio, value $1,399,556.

    13F-HR 0001085146-25-004561 filed by Bluespring Wealth Management, 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 5,775 shares
    Change vs previous 13F -339 shares

    0.14% of the 13F portfolio, value $1,405,533.

    13F-HR 0001085146-25-002598 filed by Bluespring Wealth Management, 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 6,114 shares
    Change vs previous 13F -571 shares

    0.14% of the 13F portfolio, value $1,387,696.

    13F-HR 0001085146-25-000683 filed by Bluespring Wealth Management, 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 6,685 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,443,357.

    13F-HR 0001085146-24-005299 filed by Bluespring Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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