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B.O.S.S. Retirement Advisors, LLC: SCEC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of B.O.S.S. Retirement Advisors, LLC on SCEC, newest first. How the timeline and the estimate are built.

B.O.S.S. Retirement Advisors, LLC held 29,957 SCEC shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,957 shares
    Change vs previous 13F -2,565 shares

    0.2% of the 13F portfolio, value $749,969.

    13F-HR 0001964810-26-000008 filed by B.O.S.S. Retirement Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 32,522 shares
    Change vs previous 13F -490 shares

    0.25% of the 13F portfolio, value $815,818.

    13F-HR 0001964810-26-000004 filed by B.O.S.S. Retirement 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 ended2025-12-31
    13F 33,012 shares
    Change vs previous 13F -103,097 shares

    0.26% of the 13F portfolio, value $837,029.

    13F-HR 0001964810-26-000002 filed by B.O.S.S. Retirement 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 136,109 shares
    Change vs previous 13F -20,555 shares

    0.83% of the 13F portfolio, value $3,468,045.

    13F-HR 0001964810-25-000004 filed by B.O.S.S. Retirement 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 156,664 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $3,959,412.

    13F-HR 0001085146-25-003968 filed by B.O.S.S. Retirement Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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