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Disclosery

BridgePort Financial Solutions, LLC: OEF position timeline

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

BridgePort Financial Solutions, LLC held 2,536 OEF 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 2,536 shares
    Change vs previous 13F -5,434 shares

    0.24% of the 13F portfolio, value $927,936.

    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 7,970 shares
    Change vs previous 13F -12,534 shares

    0.72% of the 13F portfolio, value $2,535,096.

    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 20,504 shares
    Change vs previous 13F +172 shares

    1.89% of the 13F portfolio, value $7,032,427.

    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 20,332 shares
    Change vs previous 13F +14,148 shares

    1.82% of the 13F portfolio, value $6,767,384.

    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 6,184 shares
    Change vs previous 13F +1,290 shares

    0.63% of the 13F portfolio, value $1,882,175.

    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 4,894 shares
    Change vs previous 13F +31 shares

    0.6% of the 13F portfolio, value $1,325,508.

    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 4,863 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $1,386,463.

    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).