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BRIDGE GENERATIONS WEALTH MANAGEMENT LLC: EFV position timeline

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

BRIDGE GENERATIONS WEALTH MANAGEMENT LLC held 4,136 EFV 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 4,136 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $316,611.

    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 4,136 shares
    Change vs previous 13F -825 shares

    0.18% of the 13F portfolio, value $307,512.

    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 4,961 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $354,266.

    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 4,961 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $336,505.

    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 4,961 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $314,925.

    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 4,961 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $292,402.

    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 4,961 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $260,304.

    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).