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Three Bridge Wealth Advisors, LLC: SCHB position timeline

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

Three Bridge Wealth Advisors, LLC held 20,401 SCHB 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 20,401 shares
    Change vs previous 13F +11 shares

    0.15% of the 13F portfolio, value $590,822.

    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 20,390 shares
    Change vs previous 13F +12 shares

    0.14% of the 13F portfolio, value $511,790.

    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 20,378 shares
    Change vs previous 13F -3,687 shares

    0.14% of the 13F portfolio, value $534,514.

    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 24,065 shares
    Change vs previous 13F +13 shares

    0.16% of the 13F portfolio, value $618,700.

    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 24,052 shares
    Change vs previous 13F +12,996 shares

    0.15% of the 13F portfolio, value $573,164.

    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 11,056 shares
    Change vs previous 13F -322 shares

    0.08% of the 13F portfolio, value $238,028.

    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 11,378 shares
    Change vs previous 13F +7,548 shares

    0.09% of the 13F portfolio, value $258,273.

    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 3,830 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $254,791.

    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).