| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2021 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| AFFIRM HLDGS INC | 7 | Q3 2023 | 42.2% |
| ISHARES TR | 7 | Q3 2023 | 17.6% |
| COINBASE GLOBAL INC | 7 | Q3 2023 | 8.6% |
| SPDR S&P 500 ETF TR | 7 | Q3 2023 | 6.1% |
| ISHARES TR | 7 | Q3 2023 | 5.0% |
| SPDR GOLD TR | 7 | Q3 2023 | 3.5% |
| GITLAB INC | 7 | Q3 2023 | 3.7% |
| INVESCO EXCHANGE TRADED FD T | 7 | Q3 2023 | 3.0% |
| VANGUARD INTL EQUITY INDEX F | 7 | Q3 2023 | 2.8% |
| ISHARES TR | 7 | Q3 2023 | 2.8% |
View Three Bridge Wealth Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-08 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-07-28 |
| 13F-HR | 2023-05-11 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-10 |
| 13F-HR | 2022-11-10 |
View Three Bridge Wealth Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.