Skip to content
Disclosery

BRIDGE GENERATIONS WEALTH MANAGEMENT LLC: DISV position timeline

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

BRIDGE GENERATIONS WEALTH MANAGEMENT LLC held 127,787 DISV 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 127,787 shares
    Change vs previous 13F +2,761 shares

    2.61% of the 13F portfolio, value $5,128,077.

    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 125,026 shares
    Change vs previous 13F -2,148 shares

    2.83% of the 13F portfolio, value $4,931,023.

    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 127,174 shares
    Change vs previous 13F -4,251 shares

    2.99% of the 13F portfolio, value $4,832,613.

    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 131,425 shares
    Change vs previous 13F -4,725 shares

    3.12% of the 13F portfolio, value $4,690,554.

    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 136,150 shares
    Change vs previous 13F +3,670 shares

    2.72% of the 13F portfolio, value $4,480,697.

    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 132,480 shares
    Change vs previous 13F -2,521 shares

    2.42% of the 13F portfolio, value $3,857,830.

    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 135,001 shares
    Change vs previous 13F not available

    2.37% of the 13F portfolio, value $3,586,974.

    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).