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Bright Futures Wealth Management, LLC.: BSJR position timeline

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

Bright Futures Wealth Management, LLC. held 31,765 BSJR 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 31,765 shares
    Change vs previous 13F -75,973 shares

    0.46% of the 13F portfolio, value $709,803.

    13F-HR 0001803980-26-000004 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 ended2026-03-31
    13F 107,738 shares
    Change vs previous 13F +1 shares

    1.65% of the 13F portfolio, value $2,409,559.

    13F-HR 0001803980-26-000002 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).

  3. period ended2025-12-31
    13F 107,737 shares
    Change vs previous 13F +4,376 shares

    1.8% of the 13F portfolio, value $2,436,430.

    13F-HR 0001803980-26-000001 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).

  4. period ended2025-09-30
    13F 103,361 shares
    Change vs previous 13F +3,697 shares

    1.84% of the 13F portfolio, value $2,350,431.

    13F-HR 0001803980-25-000007 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).

  5. period ended2025-03-31
    13F 99,664 shares
    Change vs previous 13F -30,101 shares

    2.42% of the 13F portfolio, value $2,205,006.

    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).

  6. period ended2024-12-31
    13F 129,765 shares
    Change vs previous 13F not available

    2.6% of the 13F portfolio, value $2,928,796.

    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).