Skip to content
Disclosery

Three Bridge Wealth Advisors, LLC: UL position timeline

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

Three Bridge Wealth Advisors, LLC held 36,080 UL 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 36,080 shares
    Change vs previous 13F +5,243 shares

    0.54% of the 13F portfolio, value $2,169,130.

    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 30,837 shares
    Change vs previous 13F -2,170 shares

    0.49% of the 13F portfolio, value $1,773,973.

    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 33,007 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $2,158,658.

    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).