Skip to main content

Three Bridge Wealth Advisors, LLC

SEC CIK
0001950962
Latest filing
Jul 27, 2026

BAC holding history

Bank of America Corp in every 13F filed by Three Bridge Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BAC overviewAll 13F holders of BACFull Q2 2026 holdings

Shares (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
10
Since Q1 2023
Holdings of BAC by Three Bridge Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−5,121−100.0%Sold outHolders
Q2 20255,121$242.3K0.1%−2,179−29.8%ReducedHolders
Q1 20257,300$304.6K0.1%00.0%UnchangedHolders
Q4 20247,300$320.8K0.1%+1,900+35.2%AddedHolders
Q3 20245,400$214.3K0.1%00.0%UnchangedHolders
Q2 20245,400$214.8K0.1%−1,900−26.0%ReducedHolders
Q1 20247,300$276.8K0.1%00.0%UnchangedHolders
Q4 20237,300$245.8K0.1%−1,000−12.0%ReducedHolders
Q3 20238,300$227.3K0.1%00.0%UnchangedHolders
Q2 20238,300$238.1K0.1%00.0%UnchangedHolders
Q1 20238,300$237.4K0.1%+8,300NewHolders