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Bright Futures Wealth Management, LLC.: MTB position timeline

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

Bright Futures Wealth Management, LLC. held 3,816 MTB 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 3,816 shares
    Change vs previous 13F -1,518 shares

    0.59% of the 13F portfolio, value $908,266.

    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 5,334 shares
    Change vs previous 13F -4,882 shares

    0.75% of the 13F portfolio, value $1,102,673.

    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 10,216 shares
    Change vs previous 13F +102 shares

    1.52% of the 13F portfolio, value $2,058,334.

    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 10,114 shares
    Change vs previous 13F +213 shares

    1.56% of the 13F portfolio, value $1,998,680.

    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 9,901 shares
    Change vs previous 13F -672 shares

    1.7% of the 13F portfolio, value $1,552,127.

    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 10,573 shares
    Change vs previous 13F -2,235 shares

    1.88% of the 13F portfolio, value $2,118,344.

    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 12,808 shares
    Change vs previous 13F not available

    1.22% of the 13F portfolio, value $2,530,406.

    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).