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Disclosery

BridgePort Financial Solutions, LLC: SPBW position timeline

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

BridgePort Financial Solutions, LLC held 14,842 SPBW 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 14,842 shares
    Change vs previous 13F +2,999 shares

    0.11% of the 13F portfolio, value $426,016.

    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 11,843 shares
    Change vs previous 13F +3,493 shares

    0.09% of the 13F portfolio, value $322,381.

    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 8,350 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $228,972.

    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).