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