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Great Point Wealth Advisors, LLC: BFAM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Great Point Wealth Advisors, LLC on BFAM, newest first. How the timeline and the estimate are built.

Great Point Wealth Advisors, LLC held 257,890 BFAM shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 257,890 shares
    Change vs previous 13F +7,500 shares

    2.95% of the 13F portfolio, value $18,279,243.

    13F-HR 0001760304-26-000005 filed by Great Point Wealth Advisors, 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 250,390 shares
    Change vs previous 13F -15,130 shares

    3.8% of the 13F portfolio, value $20,564,531.

    13F-HR 0001760304-26-000004 filed by Great Point Wealth Advisors, 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 265,520 shares
    Change vs previous 13F 0 shares

    4.91% of the 13F portfolio, value $26,923,728.

    13F-HR 0001760304-26-000002 filed by Great Point Wealth Advisors, 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 265,520 shares
    Change vs previous 13F +63,987 shares

    5.42% of the 13F portfolio, value $28,827,506.

    13F-HR 0001760304-25-000007 filed by Great Point Wealth Advisors, 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 201,533 shares
    Change vs previous 13F 0 shares

    5.54% of the 13F portfolio, value $25,602,752.

    13F-HR 0001760304-25-000003 filed by Great Point Wealth Advisors, 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 201,533 shares
    Change vs previous 13F 0 shares

    4.88% of the 13F portfolio, value $22,339,933.

    13F-HR 0001760304-25-000002 filed by Great Point Wealth Advisors, 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 201,533 shares
    Change vs previous 13F not available

    6.03% of the 13F portfolio, value $28,240,819.

    13F-HR 0001760304-24-000008 filed by Great Point Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).