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BRIDGE GENERATIONS WEALTH MANAGEMENT LLC: DFGR position timeline

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

BRIDGE GENERATIONS WEALTH MANAGEMENT LLC held 370,107 DFGR 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 370,107 shares
    Change vs previous 13F +10,421 shares

    5.46% of the 13F portfolio, value $10,721,988.

    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 359,686 shares
    Change vs previous 13F +11,864 shares

    5.48% of the 13F portfolio, value $9,560,459.

    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 347,822 shares
    Change vs previous 13F +2,522 shares

    5.69% of the 13F portfolio, value $9,189,457.

    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 345,300 shares
    Change vs previous 13F -28,611 shares

    6.26% of the 13F portfolio, value $9,430,135.

    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 373,911 shares
    Change vs previous 13F -9,980 shares

    6.08% of the 13F portfolio, value $10,032,046.

    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 383,891 shares
    Change vs previous 13F -8,368 shares

    6.33% of the 13F portfolio, value $10,080,990.

    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 392,259 shares
    Change vs previous 13F not available

    6.62% of the 13F portfolio, value $10,018,307.

    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).