Skip to content
Disclosery

Bernardo Wealth Planning LLC: RSP position timeline

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

Bernardo Wealth Planning LLC held 97,923 RSP 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 97,923 shares
    Change vs previous 13F +2,209 shares

    3.56% of the 13F portfolio, value $20,835,110.

    13F-HR 0001765595-26-000003 filed by Bernardo Wealth Planning 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 95,714 shares
    Change vs previous 13F -17,717 shares

    3.6% of the 13F portfolio, value $18,369,346.

    13F-HR 0001765595-26-000002 filed by Bernardo Wealth Planning 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 113,431 shares
    Change vs previous 13F +114 shares

    4.14% of the 13F portfolio, value $21,728,874.

    13F-HR 0001765595-26-000001 filed by Bernardo Wealth Planning 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 113,317 shares
    Change vs previous 13F +5,505 shares

    4.21% of the 13F portfolio, value $21,496,162.

    13F-HR 0001765595-25-000007 filed by Bernardo Wealth Planning 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 107,812 shares
    Change vs previous 13F +4,931 shares

    4.25% of the 13F portfolio, value $19,594,000.

    13F-HR 0001765595-25-000006 filed by Bernardo Wealth Planning 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/A 102,881 shares
    Change vs previous 13F +2,651 shares

    4.26% of the 13F portfolio, value $17,822,000.

    13F-HR/A 0001765595-25-000004 filed by Bernardo Wealth Planning 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 100,230 shares
    Change vs previous 13F +4,456 shares

    4.15% of the 13F portfolio, value $17,364,904.

    13F-HR 0001765595-25-000001 filed by Bernardo Wealth Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 95,774 shares
    Change vs previous 13F not available

    4.21% of the 13F portfolio, value $17,367,000.

    13F-HR 0001765595-24-000005 filed by Bernardo Wealth Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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