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