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Bright Futures Wealth Management, LLC.: LONZ position timeline

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

Bright Futures Wealth Management, LLC. held 12,547 LONZ 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 12,547 shares
    Change vs previous 13F +1,477 shares

    0.4% of the 13F portfolio, value $618,714.

    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 11,070 shares
    Change vs previous 13F +558 shares

    0.37% of the 13F portfolio, value $546,619.

    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 10,512 shares
    Change vs previous 13F +1,462 shares

    0.39% of the 13F portfolio, value $528,524.

    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 9,050 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $462,195.

    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).