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BFSG, LLC: DFLV position timeline

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

BFSG, LLC held 210,183 DFLV shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 210,183 shares
    Change vs previous 13F +8,038 shares

    0.74% of the 13F portfolio, value $8,310,643.

    13F-HR 0001706836-26-000003 filed by BFSG, 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 202,145 shares
    Change vs previous 13F +35,630 shares

    0.68% of the 13F portfolio, value $7,218,615.

    13F-HR 0001706836-26-000002 filed by BFSG, 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 166,515 shares
    Change vs previous 13F +37,499 shares

    0.55% of the 13F portfolio, value $5,696,463.

    13F-HR 0001706836-26-000001 filed by BFSG, 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 129,016 shares
    Change vs previous 13F +15,939 shares

    0.41% of the 13F portfolio, value $4,244,636.

    13F-HR 0001706836-25-000007 filed by BFSG, 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 113,077 shares
    Change vs previous 13F +3,452 shares

    0.39% of the 13F portfolio, value $3,507,661.

    13F-HR 0001706836-25-000005 filed by BFSG, 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 109,625 shares
    Change vs previous 13F +14,513 shares

    0.41% of the 13F portfolio, value $3,351,228.

    13F-HR 0001706836-25-000004 filed by BFSG, 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 95,112 shares
    Change vs previous 13F +639 shares

    0.33% of the 13F portfolio, value $2,856,220.

    13F-HR 0001706836-25-000002 filed by BFSG, 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 94,473 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $2,910,705.

    13F-HR 0001706836-24-000008 filed by BFSG, LLC
    Filed (acceptance time not in the bulk data set), ingested

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