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Disclosery

Bernzott Capital Advisors: BDX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bernzott Capital Advisors on BDX, newest first. How the timeline and the estimate are built.

Bernzott Capital Advisors held 38,603 BDX shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,603 shares
    Change vs previous 13F -7,534 shares

    2.34% of the 13F portfolio, value $5,841,806.

    13F-HR 0002000324-26-002951 filed by Bernzott Capital Advisors
    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 46,137 shares
    Change vs previous 13F +17,564 shares

    3.48% of the 13F portfolio, value $7,254,044.

    13F-HR 0002000324-26-001790 filed by Bernzott Capital Advisors
    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 28,573 shares
    Change vs previous 13F -5,200 shares

    2.64% of the 13F portfolio, value $5,545,136.

    13F-HR 0002000324-26-000391 filed by Bernzott Capital Advisors
    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 33,773 shares
    Change vs previous 13F +781 shares

    2.98% of the 13F portfolio, value $6,321,307.

    13F-HR 0002000324-25-004014 filed by Bernzott Capital Advisors
    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 32,992 shares
    Change vs previous 13F +13,157 shares

    2.9% of the 13F portfolio, value $5,682,909.

    13F-HR 0001085146-25-004330 filed by Bernzott Capital Advisors
    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 19,835 shares
    Change vs previous 13F +426 shares

    2.24% of the 13F portfolio, value $4,543,405.

    13F-HR 0001085146-25-002588 filed by Bernzott Capital Advisors
    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 19,409 shares
    Change vs previous 13F -3,273 shares

    2.18% of the 13F portfolio, value $4,403,320.

    13F-HR 0001085146-25-000195 filed by Bernzott Capital Advisors
    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 22,682 shares
    Change vs previous 13F not available

    2.35% of the 13F portfolio, value $5,468,581.

    13F-HR 0001085146-24-005158 filed by Bernzott Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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