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YorkBridge Wealth Partners, LLC

SEC CIK
0001696064
Latest filing
Jan 26, 2023

ALGN holding history

Align Technology Inc in every 13F filed by YorkBridge Wealth Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ALGN overviewAll 13F holders of ALGNFull Q4 2022 holdings

Shares (Q4 2022)
3,591
Value
$757.3K
% of portfolio
0.2%
Quarters held
8
Since Q1 2021
Holdings of ALGN by YorkBridge Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20223,591$757.3K0.2%−670−15.7%ReducedHolders
Q3 20224,261$882.0K0.2%+55+1.3%AddedHolders
Q2 20224,206$995.0K0.3%+7+0.2%AddedHolders
Q1 20224,199$1.83M0.4%−78−1.8%ReducedHolders
Q4 20214,277$2.81M0.6%+102+2.4%AddedHolders
Q3 20214,175$2.78M0.7%+91+2.2%AddedHolders
Q2 20214,084$2.50M0.7%−48−1.2%ReducedHolders
Q1 20214,132$2.24M0.7%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.