Ownership history in WEALTH ALLIANCE, LLC · 8 quarters on record
This page tracks every 13F SEC filing in which WEALTH ALLIANCE, LLC reported a position in BRIGHT HORIZONS FAM SOL IN DEL COM (BFAM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 1,935 | -66 | -3.3% | 0.02% | $210K | $108.57 |
| 2025 Q2 | ADDED | 2,001 | +128 | +6.8% | 0.03% | $247K | $123.59 |
| 2025 Q1 | ADDED | 1,873 | +12 | +0.6% | 0.03% | $238K | $127.04 |
| 2024 Q4 | ADDED | 1,861 | +32 | +1.7% | 0.02% | $206K | $110.85 |
| 2024 Q3 | REDUCED | 1,829 | -125 | -6.4% | 0.03% | $256K | $140.13 |
| 2024 Q1 | ADDED | 1,954 | +505 | +34.9% | 0.03% | $222K | $113.36 |
| 2021 Q1 | REDUCED | 1,449 | -51 | -3.4% | 0.07% | $248K | $171.45 |
| 2020 Q4 | INITIATED | 1,500 | — | — | 0.08% | $259K | $172.99 |
As of 2025 Q4 — sorted by position size