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Disclosery

BridgePort Financial Solutions, LLC: IBDT position timeline

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

BridgePort Financial Solutions, LLC held 56,409 IBDT 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 56,409 shares
    Change vs previous 13F -1,983 shares

    0.36% of the 13F portfolio, value $1,424,327.

    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 58,392 shares
    Change vs previous 13F -2,805 shares

    0.42% of the 13F portfolio, value $1,479,069.

    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 61,197 shares
    Change vs previous 13F -4,965 shares

    0.42% of the 13F portfolio, value $1,557,770.

    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 66,162 shares
    Change vs previous 13F +145 shares

    0.45% of the 13F portfolio, value $1,688,454.

    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 66,017 shares
    Change vs previous 13F -1,250 shares

    0.56% of the 13F portfolio, value $1,678,152.

    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 67,267 shares
    Change vs previous 13F 0 shares

    0.77% of the 13F portfolio, value $1,699,164.

    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 67,267 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $1,694,456.

    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).