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BRIDGE GENERATIONS WEALTH MANAGEMENT LLC: DFAC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BRIDGE GENERATIONS WEALTH MANAGEMENT LLC on DFAC, newest first. How the timeline and the estimate are built.

BRIDGE GENERATIONS WEALTH MANAGEMENT LLC held 772,256 DFAC shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 772,256 shares
    Change vs previous 13F -5,155 shares

    17.46% of the 13F portfolio, value $34,257,270.

    13F-HR 0001941040-26-000429 filed by BRIDGE GENERATIONS 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 777,411 shares
    Change vs previous 13F +18,796 shares

    17.32% of the 13F portfolio, value $30,210,181.

    13F-HR 0001941040-26-000258 filed by BRIDGE GENERATIONS 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 758,615 shares
    Change vs previous 13F -5,081 shares

    18.59% of the 13F portfolio, value $30,033,552.

    13F-HR 0002056071-26-000001 filed by BRIDGE GENERATIONS 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 763,696 shares
    Change vs previous 13F -206,352 shares

    19.56% of the 13F portfolio, value $29,455,739.

    13F-HR 0002056071-25-000007 filed by BRIDGE GENERATIONS 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 970,048 shares
    Change vs previous 13F -72,530 shares

    21.08% of the 13F portfolio, value $34,766,524.

    13F-HR 0002009211-25-000002 filed by BRIDGE GENERATIONS 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 1,042,578 shares
    Change vs previous 13F +11,683 shares

    21.6% of the 13F portfolio, value $34,394,664.

    13F-HR 0002056071-25-000004 filed by BRIDGE GENERATIONS 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 1,030,895 shares
    Change vs previous 13F not available

    23.55% of the 13F portfolio, value $35,658,662.

    13F-HR 0002056071-25-000002 filed by BRIDGE GENERATIONS WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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