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Bright Futures Wealth Management, LLC.: GRID position timeline

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

Bright Futures Wealth Management, LLC. held 7,560 GRID 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 7,560 shares
    Change vs previous 13F -2,317 shares

    0.94% of the 13F portfolio, value $1,449,687.

    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 9,877 shares
    Change vs previous 13F -171 shares

    1.11% of the 13F portfolio, value $1,615,630.

    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 10,048 shares
    Change vs previous 13F -433 shares

    1.14% of the 13F portfolio, value $1,537,484.

    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 10,481 shares
    Change vs previous 13F +1,136 shares

    1.24% of the 13F portfolio, value $1,583,510.

    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 9,345 shares
    Change vs previous 13F -502 shares

    1.13% of the 13F portfolio, value $1,032,734.

    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 9,847 shares
    Change vs previous 13F -10,558 shares

    1.05% of the 13F portfolio, value $1,175,249.

    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 20,405 shares
    Change vs previous 13F not available

    1.22% of the 13F portfolio, value $2,530,221.

    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).