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Bridgelight Financial Advisors, Inc.: UL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bridgelight Financial Advisors, Inc. on UL, newest first. How the timeline and the estimate are built.

Bridgelight Financial Advisors, Inc. held 3,526 UL shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,526 shares
    Change vs previous 13F -64 shares

    0.15% of the 13F portfolio, value $212,000.

    13F-HR 0002145102-26-000004 filed by Bridgelight Financial Advisors, Inc.
    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 3,590 shares
    Change vs previous 13F +95 shares

    0.17% of the 13F portfolio, value $204,522.

    13F-HR 0002145102-26-000003 filed by Bridgelight Financial Advisors, Inc.
    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 3,495 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $228,573.

    13F-HR 0002145102-26-000002 filed by Bridgelight Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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