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Bare Financial Services, Inc: SOVF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bare Financial Services, Inc on SOVF, newest first. How the timeline and the estimate are built.

Bare Financial Services, Inc held 150,990 SOVF shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 150,990 shares
    Change vs previous 13F +5,804 shares

    1.03% of the 13F portfolio, value $4,486,778.

    13F-HR 0002009426-26-000005 filed by Bare Financial Services, Inc
    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 145,186 shares
    Change vs previous 13F +11,860 shares

    1.03% of the 13F portfolio, value $3,892,441.

    13F-HR 0002009426-26-000004 filed by Bare Financial Services, Inc
    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 133,326 shares
    Change vs previous 13F +26,202 shares

    1.08% of the 13F portfolio, value $3,890,457.

    13F-HR 0002009426-26-000001 filed by Bare Financial Services, Inc
    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 107,124 shares
    Change vs previous 13F +106,135 shares

    0.97% of the 13F portfolio, value $3,244,101.

    13F-HR 0002009426-25-000005 filed by Bare Financial Services, Inc
    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 989 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $29,828.

    13F-HR 0001710537-25-000005 filed by Bare Financial Services, Inc
    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 989 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $29,384.

    13F-HR 0002009426-25-000003 filed by Bare Financial Services, Inc
    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 989 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $30,412.

    13F-HR 0002009426-25-000001 filed by Bare Financial Services, Inc
    Filed (acceptance time not in the bulk data set), ingested

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