Three Bridge Wealth Advisors, LLC quarter change: Foreign Stocks, Reduced
In share positions in stocks (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, Three Bridge Wealth Advisors, LLC opened 0 positions, added to 2, reduced 1, sold out of 0 and left 0 unchanged. The largest increase in value was NVO (+$532,646); the largest decrease was DEO (+$44,987).
- NVO: Country of operation —; Class ADR; Shares 2026-03-31 57,590; Shares 2026-06-30 56,733.
Two Form 13F-HR filings compared (SEC CIK 1950962): 2026-03-31 (filed 2026-05-12) and 2026-06-30 (filed 2026-07-27). 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; share change is the position change.
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