Landed on the returnD74 · 1099-composite
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
Brightpath Advisors · received 21 Feb 2026, 17:12 UTC · 27 pages · ExtractedActionsActing on: Brightpath Advisors 2025 Form 1099-B (direct-indexing account)Assigned toNo one yet
Brightpath Advisors 2025 Form 1099-B (direct-indexing account) · Brightpath Advisors
Consolidated 1099 2025, Brightpath Advisors direct-indexing account ending 6620, Ngozi Okafor. 1099-B summary: short-term covered proceeds 139,615.96 basis 140,228.56 wash sale loss disallowed 1,326.05; long-term covered proceeds 195,112.56 basis 198,071.70 wash sale loss disallowed 1,580.24. 260 transactions. No dividends or interest (cash swept daily).
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Brightpath Advisors 2025 Form 1099-B (direct-indexing account) · Brightpath Advisors
1099-B detail: X54 Tidewater Health 8.199 sh acquired 2024-02-27 sold 2025-01-02 proceeds 819.58 basis 811.22 wash sale loss disallowed 0.00 short-term covered; X232 Bayfront Foods 19.637 sh acquired 2024-07-01 sold 2025-01-03 proceeds 2,237.31 basis 2,269.13 wash sale loss disallowed 31.82 short-term covered; X253 Acadia Robotics 10.527 sh acquired 2023-01-06 sold 2025-01-03 proceeds 338.76 basis 407.41 wash sale loss disallowed 0.00 long-term covered; X113 Eastline Utilities 35.795 sh acquired 2024-01-19 sold 2025-01-06 proceeds 1,541.45 basis 1,526.77 wash sale loss disallowed 0.00 short-term covered; X78 Ivory Semis 28.004 sh acquired 2024-09-27 sold 2025-01-10 proceeds 1,563.73 basis 1,486.40 wash sale loss disallowed 0.00 short-term covered; X226 Quarry Materials 32.164 sh acquired 2024-12-10 sold 2025-01-10 proceeds 939.11 basis 817.56 wash sale loss disallowed 0.00 short-term covered; X95 Foxglove Retail 24.669 sh acquired 2024-04-26 sold 2025-01-14 proceeds 2,098.15 basis 2,053.54 wash sale loss disallowed 0.00 short-term covered; X134 Pioneer Chem 18.22 sh acquired 2024-12-03 sold 2025-01-15 proceeds 1,532.89 basis 1,500.83 wash sale loss disallowed 0.00 short-term covered; X144 Silverline Energy 13.671 sh acquired 2024-05-08 sold 2025-01-15 proceeds 1,929.45 basis 1,731.88 wash sale loss disallowed 0.00 short-term covered; X71 Silverline Energy 32.433 sh acquired 2024-11-27 sold 2025-01-16 proceeds 1,297.07 basis 1,556.11 wash sale loss disallowed 0.00 short-term covered.
Field: X54_descField: X54_acqField: X54_soldField: X54_proceedsField: X54_basisField: X54_washand 64 more fields on this page
Brightpath Advisors 2025 Form 1099-B (direct-indexing account) · Brightpath Advisors
1099-B detail: X69 Cedar Logistics 30.2 sh acquired 2024-10-02 sold 2025-01-17 proceeds 391.72 basis 451.76 wash sale loss disallowed 0.00 short-term covered; X72 Harborview Insurance 23.31 sh acquired 2024-10-16 sold 2025-01-17 proceeds 1,221.62 basis 1,278.92 wash sale loss disallowed 0.00 short-term covered; X238 Delmar Pharma 32.417 sh acquired 2024-09-24 sold 2025-01-21 proceeds 1,335.98 basis 1,432.50 wash sale loss disallowed 0.00 short-term covered; X29 Oakmont Bank 33.816 sh acquired 2024-08-30 sold 2025-01-23 proceeds 1,516.20 basis 1,324.57 wash sale loss disallowed 0.00 short-term covered; X125 Pioneer Chem 17.766 sh acquired 2024-02-20 sold 2025-01-27 proceeds 1,349.56 basis 1,448.39 wash sale loss disallowed 0.00 short-term covered; X189 Keystone Rail 10.291 sh acquired 2025-01-06 sold 2025-01-29 proceeds 1,891.54 basis 2,156.44 wash sale loss disallowed 0.00 short-term covered; X172 Pioneer Chem 21.604 sh acquired 2023-08-22 sold 2025-01-30 proceeds 368.20 basis 321.67 wash sale loss disallowed 0.00 long-term covered; X202 Northwind Air 15.946 sh acquired 2024-10-24 sold 2025-01-30 proceeds 1,843.98 basis 2,118.14 wash sale loss disallowed 274.16 short-term covered; X135 Delmar Pharma 14.777 sh acquired 2024-02-01 sold 2025-02-03 proceeds 1,341.11 basis 1,482.52 wash sale loss disallowed 141.41 long-term covered; X151 Northwind Air 35.494 sh acquired 2024-07-12 sold 2025-02-04 proceeds 458.08 basis 468.94 wash sale loss disallowed 0.00 short-term covered.
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Brightpath Advisors 2025 Form 1099-B (direct-indexing account) · Brightpath Advisors
1099-B detail: X207 Harborview Insurance 4.799 sh acquired 2023-07-12 sold 2025-02-04 proceeds 2,193.94 basis 2,026.23 wash sale loss disallowed 0.00 long-term covered; X252 Bayfront Foods 1.332 sh acquired 2023-06-16 sold 2025-02-04 proceeds 1,496.81 basis 1,294.60 wash sale loss disallowed 0.00 long-term covered; X213 Maple Home 38.357 sh acquired 2023-06-20 sold 2025-02-06 proceeds 1,145.37 basis 1,011.68 wash sale loss disallowed 0.00 long-term covered; X176 Bayfront Foods 8.306 sh acquired 2024-08-15 sold 2025-02-07 proceeds 1,813.84 basis 1,674.83 wash sale loss disallowed 0.00 short-term covered; X117 Juniper Cloud 18.596 sh acquired 2024-07-30 sold 2025-02-10 proceeds 2,264.76 basis 2,348.98 wash sale loss disallowed 84.22 short-term covered; X133 Delmar Pharma 19.766 sh acquired 2023-07-13 sold 2025-02-11 proceeds 1,154.90 basis 1,362.58 wash sale loss disallowed 0.00 long-term covered; X212 Northwind Air 24.387 sh acquired 2024-12-18 sold 2025-02-11 proceeds 1,059.30 basis 1,139.23 wash sale loss disallowed 0.00 short-term covered; X100 Oakmont Bank 21.662 sh acquired 2024-12-12 sold 2025-02-12 proceeds 430.00 basis 463.72 wash sale loss disallowed 0.00 short-term covered; X150 Keystone Rail 37.719 sh acquired 2024-05-20 sold 2025-02-12 proceeds 1,954.08 basis 1,903.51 wash sale loss disallowed 0.00 short-term covered; X96 Lumen Optics 22.506 sh acquired 2023-06-02 sold 2025-02-19 proceeds 1,512.32 basis 1,478.13 wash sale loss disallowed 0.00 long-term covered.
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Brightpath Advisors 2025 Form 1099-B (direct-indexing account) · Brightpath Advisors
1099-B detail: X2 Ivory Semis 10.307 sh acquired 2024-10-14 sold 2025-02-25 proceeds 507.14 basis 481.59 wash sale loss disallowed 0.00 short-term covered; X221 Keystone Rail 29.135 sh acquired 2023-04-24 sold 2025-02-25 proceeds 2,657.65 basis 2,313.90 wash sale loss disallowed 0.00 long-term covered; X25 Keystone Rail 21.242 sh acquired 2024-06-10 sold 2025-02-26 proceeds 1,193.31 basis 1,237.48 wash sale loss disallowed 44.17 short-term covered; X7 Northwind Air 20.355 sh acquired 2023-06-14 sold 2025-02-27 proceeds 575.16 basis 609.16 wash sale loss disallowed 0.00 long-term covered; X87 Granite Payments 9.677 sh acquired 2023-07-27 sold 2025-02-27 proceeds 537.02 basis 494.68 wash sale loss disallowed 0.00 long-term covered; X114 Keystone Rail 8.625 sh acquired 2024-06-11 sold 2025-02-27 proceeds 1,666.67 basis 1,708.41 wash sale loss disallowed 0.00 short-term covered; X26 Oakmont Bank 9.758 sh acquired 2025-02-24 sold 2025-02-28 proceeds 1,327.11 basis 1,408.35 wash sale loss disallowed 0.00 short-term covered; X102 Acadia Robotics 9.197 sh acquired 2024-07-02 sold 2025-02-28 proceeds 1,647.23 basis 1,429.43 wash sale loss disallowed 0.00 short-term covered; X177 Silverline Energy 14.389 sh acquired 2024-05-09 sold 2025-02-28 proceeds 1,659.92 basis 1,993.96 wash sale loss disallowed 334.04 short-term covered; X231 Tidewater Health 2.252 sh acquired 2024-07-09 sold 2025-03-03 proceeds 310.38 basis 281.04 wash sale loss disallowed 0.00 short-term covered.
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Brightpath Advisors 2025 Form 1099-B (direct-indexing account) · Brightpath Advisors
1099-B detail: X64 Delmar Pharma 32.482 sh acquired 2024-06-13 sold 2025-03-06 proceeds 645.48 basis 683.57 wash sale loss disallowed 0.00 short-term covered; X161 Foxglove Retail 6.629 sh acquired 2023-07-17 sold 2025-03-06 proceeds 1,301.99 basis 1,582.67 wash sale loss disallowed 0.00 long-term covered; X259 Quarry Materials 32.752 sh acquired 2024-04-10 sold 2025-03-06 proceeds 1,827.19 basis 1,848.19 wash sale loss disallowed 0.00 short-term covered; X217 Cedar Logistics 32.948 sh acquired 2023-12-29 sold 2025-03-07 proceeds 1,888.25 basis 2,019.64 wash sale loss disallowed 131.39 long-term covered; X242 Maple Home 8.624 sh acquired 2024-06-13 sold 2025-03-07 proceeds 640.33 basis 749.78 wash sale loss disallowed 0.00 short-term covered; X187 Eastline Utilities 6.102 sh acquired 2024-08-23 sold 2025-03-11 proceeds 1,413.83 basis 1,280.72 wash sale loss disallowed 0.00 short-term covered; X24 Keystone Rail 14.799 sh acquired 2023-05-18 sold 2025-03-13 proceeds 2,201.23 basis 1,981.47 wash sale loss disallowed 0.00 long-term covered; X174 Quarry Materials 21.864 sh acquired 2023-11-27 sold 2025-03-13 proceeds 346.60 basis 324.50 wash sale loss disallowed 0.00 long-term covered; X41 Redwood Media 7.573 sh acquired 2024-02-21 sold 2025-03-14 proceeds 377.95 basis 407.29 wash sale loss disallowed 29.34 long-term covered; X229 Eastline Utilities 36.662 sh acquired 2024-09-04 sold 2025-03-14 proceeds 867.86 basis 805.51 wash sale loss disallowed 0.00 short-term covered.
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Brightpath Advisors 2025 Form 1099-B (direct-indexing account) · Brightpath Advisors
1099-B detail: X6 Redwood Media 7.01 sh acquired 2024-04-08 sold 2025-03-20 proceeds 1,229.65 basis 1,382.85 wash sale loss disallowed 0.00 short-term covered; X67 Juniper Cloud 31.249 sh acquired 2025-01-08 sold 2025-03-20 proceeds 2,220.39 basis 2,281.86 wash sale loss disallowed 0.00 short-term covered; X136 Lumen Optics 2.364 sh acquired 2024-03-19 sold 2025-03-20 proceeds 1,481.45 basis 1,457.43 wash sale loss disallowed 0.00 long-term covered; X211 Delmar Pharma 37.047 sh acquired 2024-06-05 sold 2025-03-20 proceeds 1,745.56 basis 1,651.87 wash sale loss disallowed 0.00 short-term covered; X23 Juniper Cloud 17.18 sh acquired 2024-10-03 sold 2025-03-24 proceeds 1,829.29 basis 2,195.02 wash sale loss disallowed 0.00 short-term covered; X61 Foxglove Retail 2.717 sh acquired 2023-04-19 sold 2025-03-24 proceeds 1,650.29 basis 1,772.24 wash sale loss disallowed 121.95 long-term covered; X241 Oakmont Bank 17.068 sh acquired 2024-07-10 sold 2025-03-25 proceeds 714.61 basis 690.17 wash sale loss disallowed 0.00 short-term covered; X8 Juniper Cloud 13.238 sh acquired 2023-10-12 sold 2025-03-27 proceeds 524.69 basis 586.55 wash sale loss disallowed 0.00 long-term covered; X58 Juniper Cloud 5.028 sh acquired 2024-05-06 sold 2025-04-01 proceeds 2,127.29 basis 1,903.28 wash sale loss disallowed 0.00 short-term covered; X115 Oakmont Bank 36.044 sh acquired 2024-05-13 sold 2025-04-02 proceeds 226.85 basis 248.95 wash sale loss disallowed 0.00 short-term covered.
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Brightpath Advisors 2025 Form 1099-B (direct-indexing account) · Brightpath Advisors
1099-B detail: X38 Keystone Rail 19.087 sh acquired 2024-09-03 sold 2025-04-03 proceeds 1,332.81 basis 1,266.78 wash sale loss disallowed 0.00 short-term covered; X19 Bayfront Foods 18.032 sh acquired 2024-07-15 sold 2025-04-07 proceeds 1,525.72 basis 1,471.34 wash sale loss disallowed 0.00 short-term covered; X112 Harborview Insurance 27.121 sh acquired 2024-12-26 sold 2025-04-07 proceeds 1,100.29 basis 1,269.61 wash sale loss disallowed 0.00 short-term covered; X171 Redwood Media 38.54 sh acquired 2023-05-10 sold 2025-04-08 proceeds 483.21 basis 475.25 wash sale loss disallowed 0.00 long-term covered; X10 Silverline Energy 28.353 sh acquired 2024-12-11 sold 2025-04-09 proceeds 865.46 basis 830.42 wash sale loss disallowed 0.00 short-term covered; X32 Granite Payments 15.554 sh acquired 2024-04-03 sold 2025-04-09 proceeds 1,043.82 basis 1,042.55 wash sale loss disallowed 0.00 long-term covered; X170 Juniper Cloud 29.879 sh acquired 2024-08-30 sold 2025-04-09 proceeds 1,976.94 basis 1,909.59 wash sale loss disallowed 0.00 short-term covered; X228 Pioneer Chem 15.942 sh acquired 2023-11-28 sold 2025-04-11 proceeds 271.52 basis 246.70 wash sale loss disallowed 0.00 long-term covered; X111 Juniper Cloud 11.338 sh acquired 2023-04-28 sold 2025-04-14 proceeds 2,204.08 basis 2,326.65 wash sale loss disallowed 0.00 long-term covered; X11 Delmar Pharma 16.461 sh acquired 2025-02-27 sold 2025-04-15 proceeds 1,232.43 basis 1,199.55 wash sale loss disallowed 0.00 short-term covered.
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Brightpath Advisors 2025 Form 1099-B (direct-indexing account) · Brightpath Advisors
1099-B detail: X127 Acadia Robotics 38.197 sh acquired 2025-03-24 sold 2025-04-15 proceeds 945.17 basis 1,100.06 wash sale loss disallowed 0.00 short-term covered; X167 Bayfront Foods 27.767 sh acquired 2025-01-29 sold 2025-04-15 proceeds 1,339.71 basis 1,533.56 wash sale loss disallowed 0.00 short-term covered; X99 Acadia Robotics 32.683 sh acquired 2024-04-02 sold 2025-04-17 proceeds 1,319.23 basis 1,410.41 wash sale loss disallowed 0.00 long-term covered; X158 Harborview Insurance 14.329 sh acquired 2025-01-17 sold 2025-04-17 proceeds 653.35 basis 565.01 wash sale loss disallowed 0.00 short-term covered; X183 Northwind Air 5.305 sh acquired 2023-05-05 sold 2025-04-17 proceeds 1,743.33 basis 1,690.07 wash sale loss disallowed 0.00 long-term covered; X194 Eastline Utilities 27.817 sh acquired 2024-03-27 sold 2025-04-22 proceeds 1,353.91 basis 1,298.37 wash sale loss disallowed 0.00 long-term covered; X251 Juniper Cloud 30.863 sh acquired 2024-03-05 sold 2025-04-22 proceeds 1,554.58 basis 1,745.39 wash sale loss disallowed 0.00 long-term covered; X249 Northwind Air 22.46 sh acquired 2023-01-20 sold 2025-04-25 proceeds 1,597.06 basis 1,633.82 wash sale loss disallowed 0.00 long-term covered; X126 Acadia Robotics 38.32 sh acquired 2024-08-02 sold 2025-04-28 proceeds 545.07 basis 477.46 wash sale loss disallowed 0.00 short-term covered; X51 Juniper Cloud 34.778 sh acquired 2025-01-08 sold 2025-04-29 proceeds 2,425.25 basis 2,272.10 wash sale loss disallowed 0.00 short-term covered.
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Brightpath Advisors 2025 Form 1099-B (direct-indexing account) · Brightpath Advisors
1099-B detail: X57 Oakmont Bank 18.281 sh acquired 2023-03-24 sold 2025-04-30 proceeds 1,769.79 basis 1,564.19 wash sale loss disallowed 0.00 long-term covered; X160 Lumen Optics 39.438 sh acquired 2023-05-17 sold 2025-04-30 proceeds 2,596.55 basis 2,313.30 wash sale loss disallowed 0.00 long-term covered; X204 Lumen Optics 11.117 sh acquired 2023-06-29 sold 2025-04-30 proceeds 1,098.70 basis 1,100.45 wash sale loss disallowed 0.00 long-term covered; X22 Harborview Insurance 27.131 sh acquired 2024-06-12 sold 2025-05-05 proceeds 2,215.10 basis 2,030.89 wash sale loss disallowed 0.00 short-term covered; X49 Northwind Air 19.968 sh acquired 2023-11-29 sold 2025-05-05 proceeds 2,232.35 basis 2,076.36 wash sale loss disallowed 0.00 long-term covered; X118 Acadia Robotics 21.224 sh acquired 2024-06-20 sold 2025-05-05 proceeds 1,189.77 basis 1,327.93 wash sale loss disallowed 0.00 short-term covered; X68 Delmar Pharma 15.23 sh acquired 2024-06-25 sold 2025-05-07 proceeds 507.31 basis 568.53 wash sale loss disallowed 0.00 short-term covered; X137 Quarry Materials 8.374 sh acquired 2024-02-09 sold 2025-05-07 proceeds 514.13 basis 592.23 wash sale loss disallowed 0.00 long-term covered; X119 Foxglove Retail 3.919 sh acquired 2024-08-20 sold 2025-05-08 proceeds 1,120.11 basis 1,035.38 wash sale loss disallowed 0.00 short-term covered; X75 Silverline Energy 12.361 sh acquired 2023-08-21 sold 2025-05-09 proceeds 1,413.63 basis 1,463.03 wash sale loss disallowed 0.00 long-term covered.
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Brightpath Advisors 2025 Form 1099-B (direct-indexing account) · Brightpath Advisors
1099-B detail: X200 Harborview Insurance 38.39 sh acquired 2023-01-31 sold 2025-05-09 proceeds 1,071.92 basis 943.73 wash sale loss disallowed 0.00 long-term covered; X45 Delmar Pharma 7.747 sh acquired 2025-02-11 sold 2025-05-12 proceeds 2,076.11 basis 2,154.95 wash sale loss disallowed 0.00 short-term covered; X63 Foxglove Retail 19.143 sh acquired 2024-07-11 sold 2025-05-13 proceeds 178.31 basis 159.27 wash sale loss disallowed 0.00 short-term covered; X222 Ivory Semis 4.503 sh acquired 2024-07-03 sold 2025-05-14 proceeds 2,158.48 basis 2,008.01 wash sale loss disallowed 0.00 short-term covered; X1 Harborview Insurance 24.871 sh acquired 2023-09-13 sold 2025-05-16 proceeds 2,099.00 basis 2,142.45 wash sale loss disallowed 0.00 long-term covered; X89 Cedar Logistics 11.301 sh acquired 2024-10-11 sold 2025-05-16 proceeds 519.18 basis 505.77 wash sale loss disallowed 0.00 short-term covered; X244 Cedar Logistics 14.725 sh acquired 2023-06-16 sold 2025-05-19 proceeds 477.35 basis 456.95 wash sale loss disallowed 0.00 long-term covered; X250 Harborview Insurance 36.235 sh acquired 2024-07-08 sold 2025-05-19 proceeds 720.30 basis 732.37 wash sale loss disallowed 12.07 short-term covered; X240 Acadia Robotics 6.488 sh acquired 2025-04-04 sold 2025-05-20 proceeds 1,887.28 basis 2,106.31 wash sale loss disallowed 0.00 short-term covered; X79 Northwind Air 5.524 sh acquired 2024-02-12 sold 2025-05-21 proceeds 2,367.43 basis 2,148.72 wash sale loss disallowed 0.00 long-term covered.
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Brightpath Advisors 2025 Form 1099-B (direct-indexing account) · Brightpath Advisors
1099-B detail: X218 Pioneer Chem 18.35 sh acquired 2025-04-15 sold 2025-05-22 proceeds 1,041.29 basis 1,108.80 wash sale loss disallowed 0.00 short-term covered; X168 Acadia Robotics 14.405 sh acquired 2023-06-23 sold 2025-05-23 proceeds 1,728.85 basis 2,043.31 wash sale loss disallowed 0.00 long-term covered; X214 Quarry Materials 4.661 sh acquired 2025-04-28 sold 2025-05-23 proceeds 470.31 basis 511.21 wash sale loss disallowed 40.90 short-term covered; X239 Ivory Semis 30.609 sh acquired 2024-08-30 sold 2025-05-23 proceeds 1,619.20 basis 1,965.23 wash sale loss disallowed 0.00 short-term covered; X37 Keystone Rail 24.145 sh acquired 2024-04-17 sold 2025-05-27 proceeds 1,339.44 basis 1,412.82 wash sale loss disallowed 0.00 long-term covered; X5 Acadia Robotics 6.431 sh acquired 2024-01-16 sold 2025-05-28 proceeds 366.59 basis 433.86 wash sale loss disallowed 67.27 long-term covered; X14 Cedar Logistics 29.249 sh acquired 2023-01-03 sold 2025-05-29 proceeds 1,320.91 basis 1,170.25 wash sale loss disallowed 0.00 long-term covered; X205 Ivory Semis 10.283 sh acquired 2023-03-10 sold 2025-05-29 proceeds 388.22 basis 348.08 wash sale loss disallowed 0.00 long-term covered; X48 Cedar Logistics 5.905 sh acquired 2023-12-11 sold 2025-06-02 proceeds 2,042.61 basis 2,155.66 wash sale loss disallowed 0.00 long-term covered; X209 Northwind Air 16.406 sh acquired 2024-11-15 sold 2025-06-02 proceeds 2,047.97 basis 2,098.08 wash sale loss disallowed 0.00 short-term covered.
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Brightpath Advisors 2025 Form 1099-B (direct-indexing account) · Brightpath Advisors
1099-B detail: X178 Quarry Materials 36.36 sh acquired 2024-04-26 sold 2025-06-05 proceeds 2,219.87 basis 2,267.44 wash sale loss disallowed 0.00 long-term covered; X188 Ivory Semis 14.939 sh acquired 2024-04-10 sold 2025-06-05 proceeds 1,095.24 basis 1,009.23 wash sale loss disallowed 0.00 long-term covered; X198 Pioneer Chem 7.425 sh acquired 2023-11-20 sold 2025-06-05 proceeds 1,233.59 basis 1,163.86 wash sale loss disallowed 0.00 long-term covered; X123 Acadia Robotics 13.146 sh acquired 2024-02-05 sold 2025-06-06 proceeds 592.69 basis 575.69 wash sale loss disallowed 0.00 long-term covered; X193 Harborview Insurance 10.211 sh acquired 2024-03-25 sold 2025-06-06 proceeds 1,836.06 basis 2,104.22 wash sale loss disallowed 0.00 long-term covered; X20 Quarry Materials 5.909 sh acquired 2023-02-21 sold 2025-06-09 proceeds 1,081.90 basis 1,094.51 wash sale loss disallowed 0.00 long-term covered; X36 Juniper Cloud 14.042 sh acquired 2023-10-27 sold 2025-06-10 proceeds 832.53 basis 837.66 wash sale loss disallowed 0.00 long-term covered; X18 Juniper Cloud 30.803 sh acquired 2023-09-20 sold 2025-06-13 proceeds 992.28 basis 1,125.53 wash sale loss disallowed 0.00 long-term covered; X190 Tidewater Health 32.464 sh acquired 2024-12-23 sold 2025-06-13 proceeds 535.99 basis 622.49 wash sale loss disallowed 0.00 short-term covered; X145 Silverline Energy 38.148 sh acquired 2024-08-08 sold 2025-06-16 proceeds 873.27 basis 987.49 wash sale loss disallowed 0.00 short-term covered.
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Brightpath Advisors 2025 Form 1099-B (direct-indexing account) · Brightpath Advisors
1099-B detail: X88 Granite Payments 13.7 sh acquired 2023-11-15 sold 2025-06-17 proceeds 1,892.62 basis 2,038.03 wash sale loss disallowed 0.00 long-term covered; X131 Pioneer Chem 30.08 sh acquired 2024-02-23 sold 2025-06-18 proceeds 1,733.19 basis 2,004.12 wash sale loss disallowed 0.00 long-term covered; X129 Northwind Air 34.972 sh acquired 2024-08-26 sold 2025-06-20 proceeds 237.18 basis 259.22 wash sale loss disallowed 0.00 short-term covered; X13 Juniper Cloud 27.797 sh acquired 2023-01-10 sold 2025-06-23 proceeds 1,453.14 basis 1,599.16 wash sale loss disallowed 0.00 long-term covered; X43 Delmar Pharma 32.878 sh acquired 2023-07-05 sold 2025-06-23 proceeds 804.22 basis 978.93 wash sale loss disallowed 174.71 long-term covered; X159 Tidewater Health 4.738 sh acquired 2023-08-22 sold 2025-06-27 proceeds 941.77 basis 1,122.56 wash sale loss disallowed 0.00 long-term covered; X237 Keystone Rail 20.192 sh acquired 2024-04-19 sold 2025-06-30 proceeds 163.19 basis 177.93 wash sale loss disallowed 0.00 long-term covered; X39 Eastline Utilities 14.943 sh acquired 2023-06-28 sold 2025-07-01 proceeds 577.57 basis 526.19 wash sale loss disallowed 0.00 long-term covered; X77 Cedar Logistics 12.08 sh acquired 2024-02-27 sold 2025-07-02 proceeds 1,944.18 basis 1,896.51 wash sale loss disallowed 0.00 long-term covered; X236 Northwind Air 8.442 sh acquired 2024-08-19 sold 2025-07-07 proceeds 454.66 basis 437.68 wash sale loss disallowed 0.00 short-term covered.
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Brightpath Advisors 2025 Form 1099-B (direct-indexing account) · Brightpath Advisors
1099-B detail: X156 Silverline Energy 38.335 sh acquired 2024-09-25 sold 2025-07-08 proceeds 991.25 basis 1,081.76 wash sale loss disallowed 0.00 short-term covered; X21 Lumen Optics 33.534 sh acquired 2023-12-13 sold 2025-07-10 proceeds 1,516.50 basis 1,493.72 wash sale loss disallowed 0.00 long-term covered; X157 Tidewater Health 22.497 sh acquired 2023-07-05 sold 2025-07-10 proceeds 1,099.63 basis 1,256.73 wash sale loss disallowed 0.00 long-term covered; X258 Tidewater Health 26.264 sh acquired 2025-04-09 sold 2025-07-10 proceeds 1,437.57 basis 1,360.53 wash sale loss disallowed 0.00 short-term covered; X148 Granite Payments 10.357 sh acquired 2023-12-13 sold 2025-07-14 proceeds 980.49 basis 893.76 wash sale loss disallowed 0.00 long-term covered; X34 Redwood Media 26.637 sh acquired 2023-04-12 sold 2025-07-15 proceeds 1,156.10 basis 1,099.79 wash sale loss disallowed 0.00 long-term covered; X130 Pioneer Chem 8.498 sh acquired 2023-01-06 sold 2025-07-16 proceeds 848.16 basis 844.10 wash sale loss disallowed 0.00 long-term covered; X147 Redwood Media 8.224 sh acquired 2024-05-31 sold 2025-07-17 proceeds 1,908.23 basis 2,292.40 wash sale loss disallowed 384.17 long-term covered; X191 Harborview Insurance 38.221 sh acquired 2024-01-25 sold 2025-07-21 proceeds 2,026.58 basis 2,347.44 wash sale loss disallowed 0.00 long-term covered; X27 Maple Home 28.471 sh acquired 2023-08-01 sold 2025-07-22 proceeds 1,542.83 basis 1,465.51 wash sale loss disallowed 0.00 long-term covered.
Field: X156_descField: X156_acqField: X156_soldField: X156_proceedsField: X156_basisField: X156_washand 64 more fields on this page
Brightpath Advisors 2025 Form 1099-B (direct-indexing account) · Brightpath Advisors
1099-B detail: X175 Delmar Pharma 5.586 sh acquired 2023-03-10 sold 2025-07-22 proceeds 1,769.43 basis 1,589.39 wash sale loss disallowed 0.00 long-term covered; X185 Cedar Logistics 33.962 sh acquired 2024-02-23 sold 2025-07-22 proceeds 1,997.11 basis 2,135.33 wash sale loss disallowed 0.00 long-term covered; X46 Maple Home 1.67 sh acquired 2024-05-15 sold 2025-07-25 proceeds 1,457.49 basis 1,509.08 wash sale loss disallowed 0.00 long-term covered; X179 Maple Home 22.673 sh acquired 2024-08-05 sold 2025-07-28 proceeds 1,956.83 basis 2,085.45 wash sale loss disallowed 0.00 short-term covered; X173 Quarry Materials 39.588 sh acquired 2024-06-06 sold 2025-07-29 proceeds 1,824.54 basis 1,992.08 wash sale loss disallowed 0.00 long-term covered; X235 Oakmont Bank 20.472 sh acquired 2024-07-31 sold 2025-07-29 proceeds 291.94 basis 272.19 wash sale loss disallowed 0.00 short-term covered; X120 Pioneer Chem 19.147 sh acquired 2024-01-09 sold 2025-07-30 proceeds 543.96 basis 572.67 wash sale loss disallowed 0.00 long-term covered; X139 Juniper Cloud 39.988 sh acquired 2024-01-17 sold 2025-07-31 proceeds 1,508.43 basis 1,677.32 wash sale loss disallowed 0.00 long-term covered; X124 Silverline Energy 25.978 sh acquired 2023-10-03 sold 2025-08-01 proceeds 1,413.66 basis 1,454.85 wash sale loss disallowed 0.00 long-term covered; X143 Eastline Utilities 21.519 sh acquired 2025-03-28 sold 2025-08-04 proceeds 397.78 basis 458.54 wash sale loss disallowed 60.76 short-term covered.
Field: X175_descField: X175_acqField: X175_soldField: X175_proceedsField: X175_basisField: X175_washand 64 more fields on this page
Brightpath Advisors 2025 Form 1099-B (direct-indexing account) · Brightpath Advisors
1099-B detail: X140 Foxglove Retail 3.828 sh acquired 2023-05-19 sold 2025-08-07 proceeds 1,808.22 basis 2,041.07 wash sale loss disallowed 0.00 long-term covered; X97 Ivory Semis 28.122 sh acquired 2024-05-03 sold 2025-08-08 proceeds 1,811.12 basis 1,726.57 wash sale loss disallowed 0.00 long-term covered; X152 Quarry Materials 14.949 sh acquired 2024-06-24 sold 2025-08-11 proceeds 1,591.83 basis 1,855.58 wash sale loss disallowed 0.00 long-term covered; X116 Harborview Insurance 10.382 sh acquired 2024-03-15 sold 2025-08-12 proceeds 2,271.72 basis 2,116.93 wash sale loss disallowed 0.00 long-term covered; X201 Silverline Energy 29.685 sh acquired 2024-05-06 sold 2025-08-14 proceeds 456.86 basis 400.92 wash sale loss disallowed 0.00 long-term covered; X184 Harborview Insurance 18.584 sh acquired 2023-12-13 sold 2025-08-18 proceeds 1,057.50 basis 998.76 wash sale loss disallowed 0.00 long-term covered; X233 Pioneer Chem 12.797 sh acquired 2024-11-04 sold 2025-08-18 proceeds 1,344.74 basis 1,227.07 wash sale loss disallowed 0.00 short-term covered; X12 Delmar Pharma 25.482 sh acquired 2023-03-03 sold 2025-08-19 proceeds 1,059.01 basis 936.70 wash sale loss disallowed 0.00 long-term covered; X108 Foxglove Retail 39.553 sh acquired 2024-03-25 sold 2025-08-20 proceeds 2,103.63 basis 2,395.85 wash sale loss disallowed 292.22 long-term covered; X17 Delmar Pharma 6.616 sh acquired 2024-02-22 sold 2025-08-25 proceeds 1,680.45 basis 1,816.05 wash sale loss disallowed 0.00 long-term covered.
Field: X140_descField: X140_acqField: X140_soldField: X140_proceedsField: X140_basisField: X140_washand 64 more fields on this page
Brightpath Advisors 2025 Form 1099-B (direct-indexing account) · Brightpath Advisors
1099-B detail: X101 Acadia Robotics 36.742 sh acquired 2025-03-04 sold 2025-08-25 proceeds 834.84 basis 897.72 wash sale loss disallowed 0.00 short-term covered; X146 Cedar Logistics 27.243 sh acquired 2024-08-27 sold 2025-08-26 proceeds 1,167.53 basis 1,409.68 wash sale loss disallowed 242.15 short-term covered; X227 Delmar Pharma 28.716 sh acquired 2025-07-16 sold 2025-08-27 proceeds 1,013.94 basis 916.04 wash sale loss disallowed 0.00 short-term covered; X195 Quarry Materials 23.708 sh acquired 2025-04-30 sold 2025-08-28 proceeds 2,243.35 basis 2,067.29 wash sale loss disallowed 0.00 short-term covered; X31 Maple Home 11.06 sh acquired 2025-04-24 sold 2025-08-29 proceeds 1,530.96 basis 1,767.68 wash sale loss disallowed 0.00 short-term covered; X85 Acadia Robotics 25.219 sh acquired 2025-07-01 sold 2025-08-29 proceeds 2,066.83 basis 2,293.45 wash sale loss disallowed 0.00 short-term covered; X91 Maple Home 24.286 sh acquired 2024-01-29 sold 2025-09-02 proceeds 1,233.15 basis 1,312.74 wash sale loss disallowed 0.00 long-term covered; X122 Pioneer Chem 34.86 sh acquired 2024-07-03 sold 2025-09-02 proceeds 1,337.53 basis 1,182.14 wash sale loss disallowed 0.00 long-term covered; X52 Acadia Robotics 8.721 sh acquired 2025-04-14 sold 2025-09-05 proceeds 357.80 basis 342.53 wash sale loss disallowed 0.00 short-term covered; X4 Lumen Optics 35.464 sh acquired 2023-01-04 sold 2025-09-08 proceeds 244.57 basis 265.33 wash sale loss disallowed 20.76 long-term covered.
Field: X101_descField: X101_acqField: X101_soldField: X101_proceedsField: X101_basisField: X101_washand 64 more fields on this page
Brightpath Advisors 2025 Form 1099-B (direct-indexing account) · Brightpath Advisors
1099-B detail: X60 Harborview Insurance 3.778 sh acquired 2024-07-29 sold 2025-09-09 proceeds 1,816.82 basis 1,706.65 wash sale loss disallowed 0.00 long-term covered; X33 Redwood Media 20.732 sh acquired 2025-08-14 sold 2025-09-10 proceeds 2,678.98 basis 2,364.13 wash sale loss disallowed 0.00 short-term covered; X215 Foxglove Retail 33.391 sh acquired 2023-02-03 sold 2025-09-10 proceeds 365.64 basis 442.80 wash sale loss disallowed 0.00 long-term covered; X47 Cedar Logistics 6.633 sh acquired 2025-04-25 sold 2025-09-11 proceeds 1,601.68 basis 1,392.72 wash sale loss disallowed 0.00 short-term covered; X164 Ivory Semis 32.116 sh acquired 2025-01-13 sold 2025-09-12 proceeds 1,175.60 basis 1,284.36 wash sale loss disallowed 0.00 short-term covered; X210 Keystone Rail 14.18 sh acquired 2023-12-27 sold 2025-09-15 proceeds 1,830.17 basis 2,128.65 wash sale loss disallowed 0.00 long-term covered; X138 Pioneer Chem 12.983 sh acquired 2024-01-31 sold 2025-09-16 proceeds 650.02 basis 641.93 wash sale loss disallowed 0.00 long-term covered; X154 Northwind Air 2.837 sh acquired 2024-05-06 sold 2025-09-16 proceeds 1,939.24 basis 2,030.98 wash sale loss disallowed 0.00 long-term covered; X203 Granite Payments 20.682 sh acquired 2024-06-10 sold 2025-09-17 proceeds 1,705.28 basis 1,499.22 wash sale loss disallowed 0.00 long-term covered; X196 Tidewater Health 39.312 sh acquired 2025-07-07 sold 2025-09-19 proceeds 2,241.01 basis 1,955.19 wash sale loss disallowed 0.00 short-term covered.
Field: X60_descField: X60_acqField: X60_soldField: X60_proceedsField: X60_basisField: X60_washand 64 more fields on this page
Brightpath Advisors 2025 Form 1099-B (direct-indexing account) · Brightpath Advisors
1099-B detail: X92 Cedar Logistics 16.913 sh acquired 2025-08-27 sold 2025-09-23 proceeds 209.30 basis 209.43 wash sale loss disallowed 0.00 short-term covered; X165 Northwind Air 3.113 sh acquired 2024-01-31 sold 2025-09-23 proceeds 2,312.69 basis 2,141.48 wash sale loss disallowed 0.00 long-term covered; X186 Cedar Logistics 30.496 sh acquired 2025-08-15 sold 2025-09-24 proceeds 215.39 basis 224.13 wash sale loss disallowed 0.00 short-term covered; X234 Delmar Pharma 23.874 sh acquired 2024-07-25 sold 2025-09-24 proceeds 573.77 basis 613.24 wash sale loss disallowed 39.47 long-term covered; X121 Juniper Cloud 11.707 sh acquired 2025-06-06 sold 2025-09-25 proceeds 787.69 basis 834.74 wash sale loss disallowed 0.00 short-term covered; X3 Delmar Pharma 13.558 sh acquired 2024-08-01 sold 2025-09-29 proceeds 282.95 basis 251.15 wash sale loss disallowed 0.00 long-term covered; X53 Northwind Air 7.517 sh acquired 2024-03-27 sold 2025-09-29 proceeds 589.50 basis 705.43 wash sale loss disallowed 0.00 long-term covered; X149 Bayfront Foods 2.928 sh acquired 2025-07-31 sold 2025-10-01 proceeds 2,004.46 basis 1,791.18 wash sale loss disallowed 0.00 short-term covered; X181 Keystone Rail 4.421 sh acquired 2024-12-18 sold 2025-10-02 proceeds 751.54 basis 672.67 wash sale loss disallowed 0.00 short-term covered; X254 Harborview Insurance 30.718 sh acquired 2024-04-10 sold 2025-10-02 proceeds 2,144.59 basis 1,901.56 wash sale loss disallowed 0.00 long-term covered.
Field: X92_descField: X92_acqField: X92_soldField: X92_proceedsField: X92_basisField: X92_washand 64 more fields on this page
Brightpath Advisors 2025 Form 1099-B (direct-indexing account) · Brightpath Advisors
1099-B detail: X219 Tidewater Health 6.413 sh acquired 2024-09-24 sold 2025-10-06 proceeds 1,044.10 basis 1,030.70 wash sale loss disallowed 0.00 long-term covered; X80 Juniper Cloud 25.001 sh acquired 2023-10-30 sold 2025-10-07 proceeds 2,142.12 basis 1,852.99 wash sale loss disallowed 0.00 long-term covered; X141 Oakmont Bank 27.901 sh acquired 2023-11-08 sold 2025-10-07 proceeds 1,755.74 basis 1,756.13 wash sale loss disallowed 0.00 long-term covered; X246 Silverline Energy 38.11 sh acquired 2024-06-27 sold 2025-10-08 proceeds 2,527.38 basis 2,188.87 wash sale loss disallowed 0.00 long-term covered; X59 Northwind Air 16.419 sh acquired 2024-12-10 sold 2025-10-09 proceeds 205.41 basis 234.91 wash sale loss disallowed 0.00 short-term covered; X247 Bayfront Foods 14.948 sh acquired 2023-04-19 sold 2025-10-10 proceeds 2,351.08 basis 2,368.91 wash sale loss disallowed 0.00 long-term covered; X56 Acadia Robotics 28.367 sh acquired 2025-09-22 sold 2025-10-13 proceeds 2,203.48 basis 1,919.98 wash sale loss disallowed 0.00 short-term covered; X206 Pioneer Chem 13.058 sh acquired 2025-08-05 sold 2025-10-13 proceeds 1,394.82 basis 1,349.64 wash sale loss disallowed 0.00 short-term covered; X208 Harborview Insurance 4.833 sh acquired 2024-09-10 sold 2025-10-13 proceeds 270.29 basis 326.06 wash sale loss disallowed 0.00 long-term covered; X76 Foxglove Retail 11.718 sh acquired 2023-04-12 sold 2025-10-16 proceeds 464.93 basis 508.38 wash sale loss disallowed 0.00 long-term covered.
Field: X219_descField: X219_acqField: X219_soldField: X219_proceedsField: X219_basisField: X219_washand 64 more fields on this page
Brightpath Advisors 2025 Form 1099-B (direct-indexing account) · Brightpath Advisors
1099-B detail: X128 Silverline Energy 26.877 sh acquired 2025-04-23 sold 2025-10-21 proceeds 1,921.75 basis 1,835.14 wash sale loss disallowed 0.00 short-term covered; X223 Bayfront Foods 33.641 sh acquired 2023-07-26 sold 2025-10-21 proceeds 1,502.83 basis 1,685.24 wash sale loss disallowed 0.00 long-term covered; X109 Delmar Pharma 26.586 sh acquired 2023-10-30 sold 2025-10-22 proceeds 860.99 basis 839.76 wash sale loss disallowed 0.00 long-term covered; X86 Pioneer Chem 26.112 sh acquired 2023-12-13 sold 2025-10-23 proceeds 1,799.46 basis 1,898.34 wash sale loss disallowed 0.00 long-term covered; X106 Delmar Pharma 31.935 sh acquired 2024-10-09 sold 2025-10-24 proceeds 1,514.10 basis 1,776.55 wash sale loss disallowed 0.00 long-term covered; X42 Harborview Insurance 21.337 sh acquired 2023-08-15 sold 2025-10-27 proceeds 540.98 basis 559.59 wash sale loss disallowed 18.61 long-term covered; X192 Pioneer Chem 7.62 sh acquired 2023-05-16 sold 2025-10-28 proceeds 1,194.86 basis 1,111.62 wash sale loss disallowed 0.00 long-term covered; X83 Eastline Utilities 12.267 sh acquired 2023-08-18 sold 2025-10-29 proceeds 678.00 basis 825.33 wash sale loss disallowed 0.00 long-term covered; X243 Juniper Cloud 36.806 sh acquired 2024-06-26 sold 2025-10-29 proceeds 1,740.58 basis 1,858.97 wash sale loss disallowed 0.00 long-term covered; X163 Juniper Cloud 2.262 sh acquired 2024-03-18 sold 2025-10-30 proceeds 903.97 basis 835.14 wash sale loss disallowed 0.00 long-term covered.
Field: X128_descField: X128_acqField: X128_soldField: X128_proceedsField: X128_basisField: X128_washand 64 more fields on this page
Brightpath Advisors 2025 Form 1099-B (direct-indexing account) · Brightpath Advisors
1099-B detail: X40 Cedar Logistics 33.902 sh acquired 2024-08-23 sold 2025-10-31 proceeds 2,257.39 basis 2,344.41 wash sale loss disallowed 0.00 long-term covered; X15 Lumen Optics 35.612 sh acquired 2023-12-01 sold 2025-11-03 proceeds 477.70 basis 449.52 wash sale loss disallowed 0.00 long-term covered; X103 Acadia Robotics 21.206 sh acquired 2024-04-26 sold 2025-11-03 proceeds 630.77 basis 705.23 wash sale loss disallowed 0.00 long-term covered; X255 Ivory Semis 38.013 sh acquired 2024-07-17 sold 2025-11-04 proceeds 1,968.14 basis 2,034.45 wash sale loss disallowed 0.00 long-term covered; X104 Redwood Media 10.907 sh acquired 2025-07-28 sold 2025-11-05 proceeds 2,086.68 basis 2,149.77 wash sale loss disallowed 0.00 short-term covered; X44 Ivory Semis 15.516 sh acquired 2025-01-10 sold 2025-11-06 proceeds 1,569.68 basis 1,382.44 wash sale loss disallowed 0.00 short-term covered; X82 Delmar Pharma 27.944 sh acquired 2023-11-20 sold 2025-11-06 proceeds 276.74 basis 285.43 wash sale loss disallowed 0.00 long-term covered; X220 Eastline Utilities 23.106 sh acquired 2024-09-18 sold 2025-11-06 proceeds 316.53 basis 280.29 wash sale loss disallowed 0.00 long-term covered; X66 Keystone Rail 6.04 sh acquired 2024-07-19 sold 2025-11-07 proceeds 1,867.78 basis 1,859.69 wash sale loss disallowed 0.00 long-term covered; X28 Oakmont Bank 20.244 sh acquired 2025-10-29 sold 2025-11-10 proceeds 2,343.01 basis 2,283.21 wash sale loss disallowed 0.00 short-term covered.
Field: X40_descField: X40_acqField: X40_soldField: X40_proceedsField: X40_basisField: X40_washand 64 more fields on this page
Brightpath Advisors 2025 Form 1099-B (direct-indexing account) · Brightpath Advisors
1099-B detail: X94 Keystone Rail 34.653 sh acquired 2023-05-24 sold 2025-11-11 proceeds 903.75 basis 780.22 wash sale loss disallowed 0.00 long-term covered; X107 Quarry Materials 12.89 sh acquired 2025-04-02 sold 2025-11-11 proceeds 403.56 basis 461.04 wash sale loss disallowed 0.00 short-term covered; X110 Quarry Materials 17.051 sh acquired 2025-03-21 sold 2025-11-11 proceeds 1,588.65 basis 1,649.72 wash sale loss disallowed 61.07 short-term covered; X199 Ivory Semis 5.708 sh acquired 2023-09-15 sold 2025-11-11 proceeds 341.69 basis 351.35 wash sale loss disallowed 9.66 long-term covered; X225 Pioneer Chem 19.473 sh acquired 2025-07-30 sold 2025-11-11 proceeds 791.78 basis 823.59 wash sale loss disallowed 0.00 short-term covered; X55 Lumen Optics 7.491 sh acquired 2024-08-09 sold 2025-11-14 proceeds 638.63 basis 661.25 wash sale loss disallowed 0.00 long-term covered; X248 Keystone Rail 35.489 sh acquired 2023-07-03 sold 2025-11-14 proceeds 1,230.23 basis 1,237.19 wash sale loss disallowed 0.00 long-term covered; X50 Delmar Pharma 30.776 sh acquired 2024-03-19 sold 2025-11-17 proceeds 132.37 basis 155.75 wash sale loss disallowed 0.00 long-term covered; X62 Bayfront Foods 10.134 sh acquired 2023-12-21 sold 2025-11-17 proceeds 1,821.82 basis 1,798.77 wash sale loss disallowed 0.00 long-term covered; X197 Bayfront Foods 32.361 sh acquired 2024-02-13 sold 2025-11-17 proceeds 983.18 basis 1,076.25 wash sale loss disallowed 0.00 long-term covered.
Field: X94_descField: X94_acqField: X94_soldField: X94_proceedsField: X94_basisField: X94_washand 64 more fields on this page
Brightpath Advisors 2025 Form 1099-B (direct-indexing account) · Brightpath Advisors
1099-B detail: X70 Foxglove Retail 2.128 sh acquired 2024-07-19 sold 2025-11-18 proceeds 560.65 basis 612.94 wash sale loss disallowed 0.00 long-term covered; X16 Delmar Pharma 5.786 sh acquired 2025-07-17 sold 2025-11-19 proceeds 738.78 basis 717.05 wash sale loss disallowed 0.00 short-term covered; X9 Eastline Utilities 37.515 sh acquired 2023-08-28 sold 2025-11-24 proceeds 2,229.99 basis 2,303.62 wash sale loss disallowed 0.00 long-term covered; X73 Tidewater Health 7.371 sh acquired 2023-08-03 sold 2025-11-25 proceeds 1,693.23 basis 1,603.59 wash sale loss disallowed 0.00 long-term covered; X166 Harborview Insurance 9.426 sh acquired 2024-08-30 sold 2025-11-25 proceeds 632.69 basis 594.37 wash sale loss disallowed 0.00 long-term covered; X90 Tidewater Health 38.586 sh acquired 2025-03-26 sold 2025-11-28 proceeds 901.39 basis 915.26 wash sale loss disallowed 0.00 short-term covered; X182 Pioneer Chem 36.453 sh acquired 2023-07-20 sold 2025-12-01 proceeds 1,832.40 basis 1,593.36 wash sale loss disallowed 0.00 long-term covered; X257 Quarry Materials 26.457 sh acquired 2024-04-10 sold 2025-12-01 proceeds 439.09 basis 381.22 wash sale loss disallowed 0.00 long-term covered; X132 Ivory Semis 39.685 sh acquired 2024-09-18 sold 2025-12-02 proceeds 862.47 basis 764.42 wash sale loss disallowed 0.00 long-term covered; X245 Eastline Utilities 23.267 sh acquired 2024-01-23 sold 2025-12-02 proceeds 1,744.43 basis 1,635.57 wash sale loss disallowed 0.00 long-term covered.
Field: X70_descField: X70_acqField: X70_soldField: X70_proceedsField: X70_basisField: X70_washand 64 more fields on this page
Brightpath Advisors 2025 Form 1099-B (direct-indexing account) · Brightpath Advisors
1099-B detail: X30 Cedar Logistics 21.879 sh acquired 2024-04-22 sold 2025-12-03 proceeds 2,378.14 basis 2,141.06 wash sale loss disallowed 0.00 long-term covered; X105 Maple Home 39.879 sh acquired 2024-08-08 sold 2025-12-03 proceeds 1,310.92 basis 1,570.40 wash sale loss disallowed 0.00 long-term covered; X84 Redwood Media 31.513 sh acquired 2025-09-30 sold 2025-12-08 proceeds 902.75 basis 818.59 wash sale loss disallowed 0.00 short-term covered; X230 Silverline Energy 6.767 sh acquired 2024-05-31 sold 2025-12-08 proceeds 2,124.65 basis 2,208.01 wash sale loss disallowed 83.36 long-term covered; X256 Northwind Air 32.519 sh acquired 2023-10-20 sold 2025-12-08 proceeds 1,799.10 basis 2,055.39 wash sale loss disallowed 0.00 long-term covered; X180 Silverline Energy 12.945 sh acquired 2025-10-23 sold 2025-12-12 proceeds 1,356.80 basis 1,497.49 wash sale loss disallowed 140.69 short-term covered; X142 Ivory Semis 31.796 sh acquired 2023-05-10 sold 2025-12-17 proceeds 1,879.82 basis 1,741.19 wash sale loss disallowed 0.00 long-term covered; X260 Juniper Cloud 21.303 sh acquired 2025-09-12 sold 2025-12-17 proceeds 2,158.46 basis 1,888.10 wash sale loss disallowed 0.00 short-term covered; X35 Redwood Media 22.256 sh acquired 2023-11-15 sold 2025-12-18 proceeds 829.12 basis 1,010.51 wash sale loss disallowed 0.00 long-term covered; X65 Northwind Air 37.578 sh acquired 2023-06-07 sold 2025-12-19 proceeds 647.52 basis 769.27 wash sale loss disallowed 0.00 long-term covered.
Field: X30_descField: X30_acqField: X30_soldField: X30_proceedsField: X30_basisField: X30_washand 64 more fields on this page
Brightpath Advisors 2025 Form 1099-B (direct-indexing account) · Brightpath Advisors
1099-B detail: X98 Cedar Logistics 11.66 sh acquired 2024-10-17 sold 2025-12-19 proceeds 1,777.14 basis 2,078.38 wash sale loss disallowed 0.00 long-term covered; X162 Juniper Cloud 14.647 sh acquired 2023-01-05 sold 2025-12-19 proceeds 2,168.96 basis 2,002.67 wash sale loss disallowed 0.00 long-term covered; X81 Lumen Optics 13.173 sh acquired 2024-08-22 sold 2025-12-23 proceeds 1,398.09 basis 1,389.63 wash sale loss disallowed 0.00 long-term covered; X155 Cedar Logistics 33.165 sh acquired 2024-03-21 sold 2025-12-23 proceeds 2,180.92 basis 2,306.34 wash sale loss disallowed 0.00 long-term covered; X153 Eastline Utilities 10.468 sh acquired 2025-11-26 sold 2025-12-24 proceeds 1,327.12 basis 1,379.62 wash sale loss disallowed 0.00 short-term covered; X216 Redwood Media 14.796 sh acquired 2025-05-19 sold 2025-12-24 proceeds 1,149.90 basis 1,090.23 wash sale loss disallowed 0.00 short-term covered; X224 Lumen Optics 32.003 sh acquired 2025-10-24 sold 2025-12-26 proceeds 187.42 basis 183.81 wash sale loss disallowed 0.00 short-term covered; X74 Acadia Robotics 20.057 sh acquired 2023-09-29 sold 2025-12-29 proceeds 1,702.07 basis 1,937.35 wash sale loss disallowed 0.00 long-term covered; X93 Delmar Pharma 5.623 sh acquired 2024-02-02 sold 2025-12-31 proceeds 291.82 basis 344.13 wash sale loss disallowed 52.31 long-term covered; X169 Oakmont Bank 14.917 sh acquired 2024-03-12 sold 2025-12-31 proceeds 145.87 basis 159.48 wash sale loss disallowed 13.61 long-term covered.
Field: X98_descField: X98_acqField: X98_soldField: X98_proceedsField: X98_basisField: X98_washand 64 more fields on this page
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