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Aletheian Wealth Advisors LLC: BSV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Aletheian Wealth Advisors LLC on BSV, newest first. How the timeline and the estimate are built.

Aletheian Wealth Advisors LLC held 43,849 BSV shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 43,849 shares
    Change vs previous 13F +4,731 shares

    1.35% of the 13F portfolio, value $3,350,034.

    13F-HR 0002085853-26-001109 filed by Aletheian Wealth Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 39,118 shares
    Change vs previous 13F +1,009 shares

    1.3% of the 13F portfolio, value $3,047,683.

    13F-HR 0002085853-26-000663 filed by Aletheian Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 38,109 shares
    Change vs previous 13F +3,036 shares

    1.46% of the 13F portfolio, value $2,988,089.

    13F-HR 0002085853-26-000305 filed by Aletheian Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 35,073 shares
    Change vs previous 13F +83 shares

    1.29% of the 13F portfolio, value $2,767,625.

    13F-HR 0002085853-25-000252 filed by Aletheian Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 34,990 shares
    Change vs previous 13F +934 shares

    1.35% of the 13F portfolio, value $2,753,705.

    13F-HR 0001667731-25-000729 filed by Aletheian Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 34,056 shares
    Change vs previous 13F +1,944 shares

    1.5% of the 13F portfolio, value $2,665,899.

    13F-HR 0001667731-25-000380 filed by Aletheian Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 32,112 shares
    Change vs previous 13F not available

    1.47% of the 13F portfolio, value $2,481,313.

    13F-HR 0001667731-25-000272 filed by Aletheian Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).