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Livermore
Livermore
ZHEN

Three Bridge Wealth Advisors, LLC

SEC CIK
0001950962
Latest filing
Jul 27, 2026

PECO holding history

Phillips Edison & Company, Inc. 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.

PECO overviewAll 13F holders of PECOFull Q2 2026 holdings

Shares (Q2 2026)
6,242
Value
$260.5K
% of portfolio
0.1%
Quarters held
14
Since Q1 2023
Holdings of PECO by Three Bridge Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,242$260.5K0.1%+5+0.1%AddedHolders
Q1 20266,237$234.0K0.1%+6+0.1%AddedHolders
Q4 20256,231$222.3K0.1%00.0%UnchangedHolders
Q3 20256,231$214.6K0.1%00.0%UnchangedHolders
Q2 20256,231$218.9K0.1%00.0%UnchangedHolders
Q1 20256,231$228.0K0.1%00.0%UnchangedHolders
Q4 20246,231$234.1K0.1%00.0%UnchangedHolders
Q3 20246,231$235.6K0.1%00.0%UnchangedHolders
Q2 20246,231$204.4K0.1%00.0%UnchangedHolders
Q1 20246,231$224.1K0.1%00.0%UnchangedHolders
Q4 20236,231$227.9K0.1%00.0%UnchangedHolders
Q3 20236,231$209.6K0.1%00.0%UnchangedHolders
Q2 20236,231$212.9K0.1%00.0%UnchangedHolders
Q1 20236,231$203.8K0.1%+6,231NewHolders