BFAM β€” BRIGHT HORIZONS FAM SOL IN DEL COM

Ownership history in WEALTH ALLIANCE, LLC  Β·  8 quarters on record

AI Ownership Summary

WEALTH ALLIANCE, LLC reported BRIGHT HORIZONS FAM SOL IN DEL COM (BFAM) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q3. Peak portfolio weight reached 0.03% in 2024 Q3. The latest visible filing shows BFAM at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BFAM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WEALTH ALLIANCE, LLC's position in BRIGHT HORIZONS FAM SOL IN DEL COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

BFAM was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How WEALTH ALLIANCE, LLC held BFAM β€” position size vs. price
% of Fund (quarterly)    BFAM price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 1,935 -66 -3.3% 0.02% $210K 2025-11-07 $98.46
2025 Q2 ADDED 2,001 +128 +6.8% 0.03% $247K 2025-08-08 $119.20
2025 Q1 ADDED 1,873 +12 +0.6% 0.03% $238K 2025-05-05 $126.82
2024 Q4 ADDED 1,861 +32 +1.7% 0.02% $206K 2025-02-03 $121.31
2024 Q3 REDUCED 1,829 -125 -6.4% 0.03% $256K 2024-11-04 $132.83
2024 Q1 ADDED 1,954 +505 +34.9% 0.03% $222K 2024-05-10 $112.70
2 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About WEALTH ALLIANCE, LLC and BFAM

These are the practical questions this page is built to answer before you even open the full history table.

How long has WEALTH ALLIANCE, LLC reported owning BFAM?

WEALTH ALLIANCE, LLC reported BFAM across 6 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported BFAM position in WEALTH ALLIANCE, LLC's portfolio?

The largest reported portfolio weight for BFAM was 0.03% in 2024 Q3.

What is the latest reported BFAM position on this page?

The most recent filing on this page is 2025 Q3, when WEALTH ALLIANCE, LLC reported 1,935 shares, equal to 0.02% of portfolio, with an estimated market value of $210K.

What does the chart on this BFAM ownership page compare?

The chart compares WEALTH ALLIANCE, LLC's quarterly BFAM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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