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Bright Futures Wealth Management, LLC.: FLTR position timeline

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

Bright Futures Wealth Management, LLC. held 30,222 FLTR 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 30,222 shares
    Change vs previous 13F +1,701 shares

    0.5% of the 13F portfolio, value $773,993.

    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 28,521 shares
    Change vs previous 13F -101,711 shares

    0.5% of the 13F portfolio, value $726,712.

    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 130,232 shares
    Change vs previous 13F +4,411 shares

    2.46% of the 13F portfolio, value $3,318,318.

    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 125,821 shares
    Change vs previous 13F +11,342 shares

    2.51% of the 13F portfolio, value $3,217,235.

    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 114,479 shares
    Change vs previous 13F -7,169 shares

    3.17% of the 13F portfolio, value $2,895,174.

    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 121,648 shares
    Change vs previous 13F not available

    2.76% of the 13F portfolio, value $3,108,106.

    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).