YorkBridge Wealth Partners, LLC
- SEC CIK
- 0001696064
- Latest filing
- Jan 26, 2023
WRB holding history
Berkley W R Corp 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.
WRB overviewAll 13F holders of WRBFull Q4 2022 holdings
- Shares (Q4 2022)
- 137,444
- Value
- $9.97M
- % of portfolio
- 2.5%
- Quarters held
- 7
- Since Q2 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2022 | 137,444 | $9.97M | 2.5% | −2,700−1.9% | Reduced | Holders |
| Q3 2022 | 140,144 | $9.05M | 2.3% | −84,554−37.6% | Reduced | Holders |
| Q2 2022 | 224,698 | $15.3M | 4.0% | 00.0% | Unchanged | Holders |
| Q1 2022 | 224,698 | $15.0M | 3.3% | +74,899+50.0% | Added | Holders |
| Q4 2021 | 149,799 | $12.3M | 2.8% | 00.0% | Unchanged | Holders |
| Q3 2021 | 149,799 | $11.0M | 2.8% | −126−0.1% | Reduced | Holders |
| Q2 2021 | 149,925 | $11.2M | 2.9% | +149,925 | New | Holders |