Brightwater Advisory LLC: FNDB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Brightwater Advisory LLC on FNDB, newest first. How the timeline and the estimate are built.
Brightwater Advisory LLC held 263,213 FNDB shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 263,213 sharesChange vs previous 13F -9,600 shares
5.07% of the 13F portfolio, value $8,017,480.
13F-HR 0002034566-26-000003 filed by Brightwater Advisory LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 272,813 sharesChange vs previous 13F -7,302 shares
4.91% of the 13F portfolio, value $7,420,507.
13F-HR 0002034566-26-000002 filed by Brightwater Advisory LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 280,115 sharesChange vs previous 13F -4,106 shares
5.03% of the 13F portfolio, value $7,442,648.
13F-HR 0002034566-26-000001 filed by Brightwater Advisory LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 284,221 sharesChange vs previous 13F -6,194 shares
5.02% of the 13F portfolio, value $7,315,869.
13F-HR 0002034566-25-000008 filed by Brightwater Advisory LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F/A 290,415 sharesChange vs previous 13F -5,611 shares
5.01% of the 13F portfolio, value $6,964,158.
13F-HR/A 0002034566-25-000005 filed by Brightwater Advisory LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 296,026 sharesChange vs previous 13F -6,887 shares
5.39% of the 13F portfolio, value $6,811,573.
13F-HR/A 0002034566-25-000003 filed by Brightwater Advisory LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 302,913 sharesChange vs previous 13F +195,758 shares
5.52% of the 13F portfolio, value $7,045,758.
13F-HR 0002034566-25-000001 filed by Brightwater Advisory LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 107,155 sharesChange vs previous 13F not available
5.55% of the 13F portfolio, value $7,540,485.
13F-HR 0002034566-24-000004 filed by Brightwater Advisory LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).