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Three Bridge Wealth Advisors, LLC: PRFZ position timeline

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

Three Bridge Wealth Advisors, LLC held 261,632 PRFZ 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 261,632 shares
    Change vs previous 13F -5,707 shares

    3.65% of the 13F portfolio, value $14,591,216.

    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 267,339 shares
    Change vs previous 13F +1,556 shares

    3.37% of the 13F portfolio, value $12,262,832.

    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 265,783 shares
    Change vs previous 13F -1,654 shares

    3.22% of the 13F portfolio, value $12,196,801.

    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 267,437 shares
    Change vs previous 13F +20,972 shares

    3.13% of the 13F portfolio, value $12,147,005.

    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 246,465 shares
    Change vs previous 13F +53,998 shares

    2.64% of the 13F portfolio, value $10,023,739.

    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 192,467 shares
    Change vs previous 13F +1,093 shares

    2.54% of the 13F portfolio, value $7,286,797.

    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 191,374 shares
    Change vs previous 13F -3,068 shares

    2.79% of the 13F portfolio, value $7,963,055.

    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 194,442 shares
    Change vs previous 13F not available

    2.98% of the 13F portfolio, value $8,079,059.

    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).