• 13F History

BRIDGE GENERATIONS WEALTH MANAGEMENT LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 13, 2025
Value $
$151M
Signature - Title
David N. Smith - Chief Compliance Officer
Location
South Miami, FL
Summary
This page shows a list of all the recent 13F filings made by BRIDGE GENERATIONS WEALTH MANAGEMENT LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. BRIDGE GENERATIONS WEALTH MANAGEMENT LLC reported 97 stock holdings with total value $151M as of Q4 2024. Top holdings included DFAC, DFAT, TLH, DFGR, and DFGP.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 97 $151M $0 $0 DFAC, DFAT, TLH, DFGR, DFGP 13F-HR 2/13/2025, 03:49 PM