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Three Bridge Wealth Advisors, LLC: ACWI position timeline

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

Three Bridge Wealth Advisors, LLC held 407,963 ACWI shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 407,963 shares
    Change vs previous 13F -2,804 shares

    16.04% of the 13F portfolio, value $64,038,003.

    13F-HR 0001420506-26-001307 filed by Three Bridge 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 410,767 shares
    Change vs previous 13F -3,487 shares

    15.61% of the 13F portfolio, value $56,837,800.

    13F-HR 0001420506-26-000928 filed by Three Bridge 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 414,254 shares
    Change vs previous 13F +2,071 shares

    15.46% of the 13F portfolio, value $58,612,742.

    13F-HR 0001950962-26-000001 filed by Three Bridge 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 412,183 shares
    Change vs previous 13F +8,754 shares

    14.69% of the 13F portfolio, value $56,980,113.

    13F-HR 0001950962-25-000011 filed by Three Bridge 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 ended2025-06-30
    13F 403,429 shares
    Change vs previous 13F +11,548 shares

    13.67% of the 13F portfolio, value $51,880,909.

    13F-HR 0001950962-25-000007 filed by Three Bridge 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 ended2025-03-31
    13F 391,881 shares
    Change vs previous 13F +4,159 shares

    15.87% of the 13F portfolio, value $45,611,035.

    13F-HR 0001950962-25-000004 filed by Three Bridge 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 ended2024-12-31
    13F 387,722 shares
    Change vs previous 13F +5,876 shares

    15.95% of the 13F portfolio, value $45,557,340.

    13F-HR 0001950962-25-000002 filed by Three Bridge Wealth Advisors, 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 381,846 shares
    Change vs previous 13F not available

    16.84% of the 13F portfolio, value $45,649,739.

    13F-HR 0001950962-24-000010 filed by Three Bridge Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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