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BRIDGE GENERATIONS WEALTH MANAGEMENT LLC: MUNI position timeline

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

BRIDGE GENERATIONS WEALTH MANAGEMENT LLC held 59,878 MUNI 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 59,878 shares
    Change vs previous 13F +13,081 shares

    1.61% of the 13F portfolio, value $3,149,588.

    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 46,797 shares
    Change vs previous 13F +11,402 shares

    1.4% of the 13F portfolio, value $2,442,321.

    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 35,395 shares
    Change vs previous 13F +3,150 shares

    1.15% of the 13F portfolio, value $1,855,060.

    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 32,245 shares
    Change vs previous 13F -15,128 shares

    1.12% of the 13F portfolio, value $1,685,778.

    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 47,373 shares
    Change vs previous 13F +351 shares

    1.48% of the 13F portfolio, value $2,433,098.

    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 47,022 shares
    Change vs previous 13F not available

    1.52% of the 13F portfolio, value $2,423,997.

    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).