Skip to content
Disclosery

BridgePort Financial Solutions, LLC: USMV position timeline

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

BridgePort Financial Solutions, LLC held 82,314 USMV 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 82,314 shares
    Change vs previous 13F -4,687 shares

    2.02% of the 13F portfolio, value $7,939,985.

    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 87,001 shares
    Change vs previous 13F -3,770 shares

    2.29% of the 13F portfolio, value $8,068,445.

    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 90,771 shares
    Change vs previous 13F -762 shares

    2.3% of the 13F portfolio, value $8,546,963.

    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 91,533 shares
    Change vs previous 13F -1,549 shares

    2.34% of the 13F portfolio, value $8,708,454.

    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 93,082 shares
    Change vs previous 13F +4,518 shares

    2.9% of the 13F portfolio, value $8,737,629.

    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 88,564 shares
    Change vs previous 13F +7,052 shares

    3.74% of the 13F portfolio, value $8,294,933.

    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 81,512 shares
    Change vs previous 13F not available

    3.44% of the 13F portfolio, value $7,605,870.

    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).