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Disclosery

BridgePort Financial Solutions, LLC: FVD position timeline

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

BridgePort Financial Solutions, LLC held 30,997 FVD 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 30,997 shares
    Change vs previous 13F +211 shares

    0.38% of the 13F portfolio, value $1,493,433.

    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 30,786 shares
    Change vs previous 13F +1,953 shares

    0.41% of the 13F portfolio, value $1,447,844.

    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 28,833 shares
    Change vs previous 13F -668 shares

    0.36% of the 13F portfolio, value $1,328,602.

    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 29,501 shares
    Change vs previous 13F +1,542 shares

    0.37% of the 13F portfolio, value $1,364,116.

    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 27,959 shares
    Change vs previous 13F +321 shares

    0.42% of the 13F portfolio, value $1,249,786.

    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 27,638 shares
    Change vs previous 13F +711 shares

    0.56% of the 13F portfolio, value $1,232,369.

    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 26,927 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $1,207,961.

    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).