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Disclosery

BFI Wealth Solutions, LLC: USFR position timeline

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

BFI Wealth Solutions, LLC held 261,914 USFR 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 261,914 shares
    Change vs previous 13F +134,085 shares

    9.76% of the 13F portfolio, value $13,187,391.

    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 127,829 shares
    Change vs previous 13F -98,547 shares

    6.17% of the 13F portfolio, value $6,435,629.

    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 226,376 shares
    Change vs previous 13F not available

    10.85% of the 13F portfolio, value $11,391,807.

    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).