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Bright Futures Wealth Management, LLC.: BUFR position timeline

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

Bright Futures Wealth Management, LLC. held 26,493 BUFR 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 26,493 shares
    Change vs previous 13F -7,540 shares

    0.63% of the 13F portfolio, value $967,789.

    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 34,033 shares
    Change vs previous 13F +123 shares

    0.79% of the 13F portfolio, value $1,149,294.

    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 33,910 shares
    Change vs previous 13F -263 shares

    0.86% of the 13F portfolio, value $1,161,757.

    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 34,173 shares
    Change vs previous 13F -2,525 shares

    0.89% of the 13F portfolio, value $1,142,062.

    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 36,698 shares
    Change vs previous 13F -2,080 shares

    1.13% of the 13F portfolio, value $1,027,177.

    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 38,778 shares
    Change vs previous 13F +2,126 shares

    1.07% of the 13F portfolio, value $1,200,567.

    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).

  7. period ended2024-09-30
    13F 36,652 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $1,101,759.

    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).