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Bridgelight Financial Advisors, Inc. → EPDU

Bridgelight Financial Advisors, Inc. EPDU Position History

EPDU

Quarters held
4
Latest value
$8.3M
Q3 2026
Peak value
$8.5M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$7M
Q1 2026$8.4M
Q2 2026$8.5M
Q3 2026$8.3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$8.3M232.4K——
Q2 2026$8.5M230.6K——
Q1 2026$8.4M221.4K——
Q4 2025$7M218.6K——

Other funds holding EPDU

Other Bridgelight Financial Advisors, Inc. positions

CAT

CATERPILLAR INC

$12.4M
STT-PG

SELECT SECTOR SPDR TR

$12.3M
STT-PG

SELECT SECTOR SPDR TR

$11.9M
STT-PG

SELECT SECTOR SPDR TR

$11.7M
SPY

SPDR S&P 500 ETF TR

$11.6M
CAT

CATERPILLAR INC

$11.5M
STT-PG

SELECT SECTOR SPDR TR

$11.4M
SPY

STATE STR SPDR S&P 500 ETF T

$11.1M