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Lionsbridge Wealth Management LLC: WTBN position timeline

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

Lionsbridge Wealth Management LLC held 81,542 WTBN shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 81,542 shares
    Change vs previous 13F -3,845 shares

    2.01% of the 13F portfolio, value $2,050,683.

    13F-HR 0001800533-26-000005 filed by Lionsbridge 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 85,387 shares
    Change vs previous 13F -5,312 shares

    2.17% of the 13F portfolio, value $2,160,009.

    13F-HR 0001800533-26-000003 filed by Lionsbridge 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 90,699 shares
    Change vs previous 13F +3,860 shares

    2.34% of the 13F portfolio, value $2,308,743.

    13F-HR 0001172661-26-000311 filed by Lionsbridge 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 86,839 shares
    Change vs previous 13F -3,640 shares

    2.2% of the 13F portfolio, value $2,228,723.

    13F-HR 0001172661-25-004334 filed by Lionsbridge 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 ended2025-06-30
    13F 90,479 shares
    Change vs previous 13F +69,767 shares

    2.29% of the 13F portfolio, value $2,302,691.

    13F-HR 0001172661-25-002799 filed by Lionsbridge 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 ended2025-03-31
    13F 20,712 shares
    Change vs previous 13F -1,964 shares

    0.46% of the 13F portfolio, value $522,997.

    13F-HR 0001172661-25-001817 filed by Lionsbridge 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 ended2024-12-31
    13F 22,676 shares
    Change vs previous 13F -1,399 shares

    0.47% of the 13F portfolio, value $562,728.

    13F-HR 0001172661-25-000219 filed by Lionsbridge Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 24,075 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $618,983.

    13F-HR 0001172661-24-004444 filed by Lionsbridge Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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