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Disclosery

BridgePort Financial Solutions, LLC: CFO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BridgePort Financial Solutions, LLC on CFO, newest first. How the timeline and the estimate are built.

BridgePort Financial Solutions, LLC held 17,510 CFO shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,510 shares
    Change vs previous 13F 0 shares

    0.36% of the 13F portfolio, value $1,402,129.

    13F-HR 0002031775-26-000006 filed by BridgePort Financial Solutions, 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 17,510 shares
    Change vs previous 13F -67 shares

    0.37% of the 13F portfolio, value $1,298,368.

    13F-HR 0002031775-26-000003 filed by BridgePort Financial Solutions, 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 17,577 shares
    Change vs previous 13F -1,073 shares

    0.35% of the 13F portfolio, value $1,297,916.

    13F-HR 0002031775-26-000001 filed by BridgePort Financial Solutions, 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 18,650 shares
    Change vs previous 13F -320 shares

    0.37% of the 13F portfolio, value $1,376,177.

    13F-HR 0002031775-25-000008 filed by BridgePort Financial Solutions, 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 18,970 shares
    Change vs previous 13F -203 shares

    0.45% of the 13F portfolio, value $1,352,355.

    13F-HR 0002031775-25-000005 filed by BridgePort Financial Solutions, 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 19,173 shares
    Change vs previous 13F 0 shares

    0.59% of the 13F portfolio, value $1,313,566.

    13F-HR 0002031775-25-000004 filed by BridgePort Financial Solutions, 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 19,173 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $1,340,217.

    13F-HR 0002031775-25-000001 filed by BridgePort Financial Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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