SEC 13F Intelligence

Three Bridge Wealth Advisors, LLC / AFRM

Three Bridge Wealth Advisors, LLC’s Affirm Hldgs Inc Position

Does Three Bridge Wealth Advisors, LLC own Affirm Hldgs Inc (AFRM)? Not currently — the last reported position was 1.10M shares worth $54M in Q4 2023; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$54M
Q4 2023
Shares
1.10M
% of Portfolio
+18.64%
Quarters Held
6
position exited

Position History AFRM

Reported value by quarter
Q3 ’22: $46MQ3 ’22Q4 ’22: $150,949Q4 ’22Q1 ’23: $26MQ1 ’23Q2 ’23: $31MQ2 ’23Q3 ’23: $42MQ3 ’23Q4 ’23: $54MQ4 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q4 20231.10M$54M+18.64%
Q3 20231.99M$42M+17.58%
Q2 20232.05M$31M+13.32%
Q1 20232.27M$26M+11.85%
Q4 20223.26M$150,949+42.21%
Q3 20222.46M$46M+23.47%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Three Bridge Wealth Advisors, LLC’s full portfolio or all institutional holders of AFRM.