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Disclosery

BridgePort Financial Solutions, LLC: STIP position timeline

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

BridgePort Financial Solutions, LLC held 16,582 STIP 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 16,582 shares
    Change vs previous 13F -520 shares

    0.43% of the 13F portfolio, value $1,694,065.

    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 17,102 shares
    Change vs previous 13F -478 shares

    0.5% of the 13F portfolio, value $1,768,869.

    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 17,580 shares
    Change vs previous 13F -672 shares

    0.48% of the 13F portfolio, value $1,800,025.

    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 18,252 shares
    Change vs previous 13F -268 shares

    0.51% of the 13F portfolio, value $1,886,486.

    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 18,520 shares
    Change vs previous 13F -1,062 shares

    0.63% of the 13F portfolio, value $1,905,885.

    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 19,582 shares
    Change vs previous 13F +1 shares

    0.91% of the 13F portfolio, value $2,026,098.

    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 19,581 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $2,004,492.

    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).