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Bright Futures Wealth Management, LLC.: CSHI position timeline

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

Bright Futures Wealth Management, LLC. held 47,423 CSHI 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 47,423 shares
    Change vs previous 13F +10,001 shares

    1.53% of the 13F portfolio, value $2,362,142.

    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 37,422 shares
    Change vs previous 13F -34,656 shares

    1.28% of the 13F portfolio, value $1,862,878.

    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 72,078 shares
    Change vs previous 13F +4,226 shares

    2.65% of the 13F portfolio, value $3,584,457.

    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 67,852 shares
    Change vs previous 13F +54,003 shares

    2.64% of the 13F portfolio, value $3,373,825.

    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 13,849 shares
    Change vs previous 13F +7,483 shares

    0.75% of the 13F portfolio, value $685,802.

    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 6,366 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $316,772.

    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).