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Bright Futures Wealth Management, LLC.: FLOT position timeline

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

Bright Futures Wealth Management, LLC. held 46,687 FLOT 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 46,687 shares
    Change vs previous 13F -771 shares

    1.54% of the 13F portfolio, value $2,383,389.

    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 47,458 shares
    Change vs previous 13F +17,680 shares

    1.66% of the 13F portfolio, value $2,417,982.

    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 29,778 shares
    Change vs previous 13F +1,369 shares

    1.12% of the 13F portfolio, value $1,514,507.

    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 28,409 shares
    Change vs previous 13F +12,410 shares

    1.13% of the 13F portfolio, value $1,451,274.

    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 15,999 shares
    Change vs previous 13F +1,882 shares

    0.89% of the 13F portfolio, value $810,829.

    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 14,117 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $720,532.

    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).