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Disclosery

BFI Wealth Solutions, LLC: SAUG position timeline

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

BFI Wealth Solutions, LLC held 59,668 SAUG shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 59,668 shares
    Change vs previous 13F +2,300 shares

    1.23% of the 13F portfolio, value $1,657,281.

    13F-HR 0001172661-26-003166 filed by BFI Wealth Solutions, 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 57,368 shares
    Change vs previous 13F +9,430 shares

    1.42% of the 13F portfolio, value $1,482,965.

    13F-HR 0001172661-26-002267 filed by BFI Wealth Solutions, 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 47,938 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $1,222,900.

    13F-HR 0001172661-26-001316 filed by BFI Wealth Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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