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Disclosery

Thrive Wealth Management, LLC: IT position timeline

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

Thrive Wealth Management, LLC held 0 IT shares at 2026-03-31 per its 13F-HR filed 2026-04-09.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -1,033 shares

    13F-HR 0001847610-26-000003 filed by Thrive Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 1,033 shares
    Change vs previous 13F -235 shares

    0.04% of the 13F portfolio, value $260,695.

    13F-HR 0001847610-26-000001 filed by Thrive Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 1,268 shares
    Change vs previous 13F -298 shares

    0.05% of the 13F portfolio, value $333,319.

    13F-HR 0001085146-25-005816 filed by Thrive Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 1,566 shares
    Change vs previous 13F -81 shares

    0.1% of the 13F portfolio, value $633,009.

    13F-HR 0001085146-25-003624 filed by Thrive Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 1,647 shares
    Change vs previous 13F -164 shares

    0.13% of the 13F portfolio, value $691,312.

    13F-HR 0001085146-25-002014 filed by Thrive Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 1,811 shares
    Change vs previous 13F -65 shares

    0.16% of the 13F portfolio, value $877,375.

    13F-HR 0001085146-25-000262 filed by Thrive Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 1,876 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $950,682.

    13F-HR 0001085146-24-004646 filed by Thrive Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).