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BridgePort Financial Solutions, LLC: VB position timeline

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

BridgePort Financial Solutions, LLC held 20,257 VB 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 20,257 shares
    Change vs previous 13F +1,742 shares

    1.56% of the 13F portfolio, value $6,140,206.

    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 18,515 shares
    Change vs previous 13F +740 shares

    1.37% of the 13F portfolio, value $4,849,322.

    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 17,775 shares
    Change vs previous 13F -491 shares

    1.23% of the 13F portfolio, value $4,584,976.

    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 18,266 shares
    Change vs previous 13F +251 shares

    1.25% of the 13F portfolio, value $4,644,716.

    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 18,015 shares
    Change vs previous 13F +1,229 shares

    1.42% of the 13F portfolio, value $4,269,175.

    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 16,786 shares
    Change vs previous 13F +151 shares

    1.68% of the 13F portfolio, value $3,722,399.

    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 16,635 shares
    Change vs previous 13F not available

    1.77% of the 13F portfolio, value $3,912,940.

    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).