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Three Bridge Wealth Advisors, LLC: PRF position timeline

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

Three Bridge Wealth Advisors, LLC held 143,409 PRF 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 143,409 shares
    Change vs previous 13F +1,862 shares

    1.94% of the 13F portfolio, value $7,748,362.

    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 141,547 shares
    Change vs previous 13F -3,601 shares

    1.85% of the 13F portfolio, value $6,727,745.

    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 145,148 shares
    Change vs previous 13F -1,142 shares

    1.8% of the 13F portfolio, value $6,810,338.

    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 146,290 shares
    Change vs previous 13F +25,373 shares

    1.7% of the 13F portfolio, value $6,613,762.

    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 120,917 shares
    Change vs previous 13F +55,226 shares

    1.35% of the 13F portfolio, value $5,111,171.

    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 65,691 shares
    Change vs previous 13F +51 shares

    0.92% of the 13F portfolio, value $2,654,582.

    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 65,640 shares
    Change vs previous 13F +1,902 shares

    0.93% of the 13F portfolio, value $2,647,902.

    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 63,738 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $2,589,664.

    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).