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