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Bright Futures Wealth Management, LLC.: ACRE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bright Futures Wealth Management, LLC. on ACRE, newest first. How the timeline and the estimate are built.

Bright Futures Wealth Management, LLC. held 107,933 ACRE shares at 2025-03-31 per its 13F-HR filed 2025-04-22.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 107,933 shares
    Change vs previous 13F +11,569 shares

    0.42% of the 13F portfolio, value $384,241.

    13F-HR 0001803980-25-000002 filed by Bright Futures Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-12-31
    13F 96,364 shares
    Change vs previous 13F +4,369 shares

    0.48% of the 13F portfolio, value $543,491.

    13F-HR 0001803980-25-000001 filed by Bright Futures Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-09-30
    13F 91,995 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $595,207.

    13F-HR 0001803980-24-000007 filed by Bright Futures Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).