Skip to content
Disclosery

Three Bridge Wealth Advisors, LLC: IWR position timeline

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

Three Bridge Wealth Advisors, LLC held 151,759 IWR 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 151,759 shares
    Change vs previous 13F +4,313 shares

    4.19% of the 13F portfolio, value $16,742,094.

    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 147,446 shares
    Change vs previous 13F +11,128 shares

    3.94% of the 13F portfolio, value $14,336,222.

    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 136,318 shares
    Change vs previous 13F +5,756 shares

    3.46% of the 13F portfolio, value $13,123,290.

    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 130,562 shares
    Change vs previous 13F +2,150 shares

    3.25% of the 13F portfolio, value $12,605,720.

    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 128,412 shares
    Change vs previous 13F -149 shares

    3.11% of the 13F portfolio, value $11,810,072.

    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 128,561 shares
    Change vs previous 13F +3,232 shares

    3.81% of the 13F portfolio, value $10,936,667.

    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 125,329 shares
    Change vs previous 13F +16,216 shares

    3.88% of the 13F portfolio, value $11,079,095.

    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 109,113 shares
    Change vs previous 13F not available

    3.55% of the 13F portfolio, value $9,617,199.

    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).