BRIGHT FINANCIAL ADVISORS, INC.: DUSB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BRIGHT FINANCIAL ADVISORS, INC. on DUSB, newest first. How the timeline and the estimate are built.
BRIGHT FINANCIAL ADVISORS, INC. held 78,045 DUSB shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 78,045 sharesChange vs previous 13F -3,984 shares
1.66% of the 13F portfolio, value $3,963,149.
13F-HR 0001172661-26-003277 filed by BRIGHT FINANCIAL ADVISORS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 82,029 sharesChange vs previous 13F +2,571 shares
1.91% of the 13F portfolio, value $4,159,721.
13F-HR 0001172661-26-001920 filed by BRIGHT FINANCIAL ADVISORS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 79,458 sharesChange vs previous 13F -4,243 shares
1.9% of the 13F portfolio, value $4,024,548.
13F-HR 0001172661-26-000274 filed by BRIGHT FINANCIAL ADVISORS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 83,701 sharesChange vs previous 13F +15,742 shares
2.08% of the 13F portfolio, value $4,250,337.
13F-HR 0001172661-25-004669 filed by BRIGHT FINANCIAL ADVISORS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 67,959 sharesChange vs previous 13F +7,901 shares
1.91% of the 13F portfolio, value $3,448,919.
13F-HR 0001172661-25-002611 filed by BRIGHT FINANCIAL ADVISORS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 60,058 sharesChange vs previous 13F +4,915 shares
1.87% of the 13F portfolio, value $3,046,742.
13F-HR 0001172661-25-001723 filed by BRIGHT FINANCIAL ADVISORS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 55,143 sharesChange vs previous 13F -1,587 shares
1.75% of the 13F portfolio, value $2,789,684.
13F-HR 0001172661-25-000377 filed by BRIGHT FINANCIAL ADVISORS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 56,730 sharesChange vs previous 13F not available
1.83% of the 13F portfolio, value $2,880,182.
13F-HR 0001172661-24-004216 filed by BRIGHT FINANCIAL ADVISORS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).