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Disclosery

BridgePort Financial Solutions, LLC: IYW position timeline

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

BridgePort Financial Solutions, LLC held 7,253 IYW 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 7,253 shares
    Change vs previous 13F -2,688 shares

    0.47% of the 13F portfolio, value $1,829,341.

    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 9,941 shares
    Change vs previous 13F -2,217 shares

    0.51% of the 13F portfolio, value $1,803,415.

    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 12,158 shares
    Change vs previous 13F -1,105 shares

    0.65% of the 13F portfolio, value $2,427,696.

    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 13,263 shares
    Change vs previous 13F -5,121 shares

    0.7% of the 13F portfolio, value $2,597,646.

    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 18,384 shares
    Change vs previous 13F -1,317 shares

    1.06% of the 13F portfolio, value $3,185,481.

    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 19,701 shares
    Change vs previous 13F +39 shares

    1.25% of the 13F portfolio, value $2,766,819.

    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 19,662 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $2,992,110.

    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).