Three Bridge Wealth Advisors, LLC historic quarter change: Foreign Stocks, Reduced
In share positions in stocks (depositary receipts and foreign shares traded over the counter), over 10 quarters from 2023-12-31 to 2026-06-30, Three Bridge Wealth Advisors, LLC opened 1 positions, added to 19, reduced 10 and sold out of 1.
- Q2 2026: Stock NVO; Country of operation —; Class ADR; Shares before 57,590.
- Q1 2026: Stock UL; Country of operation —; Class SPON ADR NEW; Shares before 33,007.
- Q3 2025: Stock ULXXXX; Country of operation —; Class SPON ADR NEW; Shares before 37,142.
- Q4 2024: Stock DEO; Country of operation —; Class SPON ADR NEW; Shares before 5,383.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1950962), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-27); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-12); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-10); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-21); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-22); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-06); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-29); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-13); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-14); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2022-06-30.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Sterling Wealth Management, Inc. | United States | $0.364B | 112 |
| Valtinson Bruner Financial Planning LLC | United States | $0.364B | 171 |
| ROBERTS GLORE & CO INC /IL/ | United States | $0.364B | 216 |
| Davern Capital Partners, LP | United States | $0.365B | 17 |
| EVEXIA WEALTH LLC | United States | $0.364B | 84 |
| Strata Wealth Advisors, LLC | United States | $0.365B | 87 |
| ROMAN BUTLER FULLERTON & CO | United States | $0.364B | 267 |
| Pinnacle Financial Group, LLC / IL | United States | $0.365B | 111 |
| Anfield Capital Management, LLC | United States | $0.363B | 716 |
| Vestwell Advisors, LLC | United States | $0.365B | 31 |