BFSG, LLC: EW position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BFSG, LLC on EW, newest first. How the timeline and the estimate are built.
BFSG, LLC held 7,025 EW shares at 2026-06-30 per its 13F-HR filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F 7,025 sharesChange vs previous 13F -365 shares
0.06% of the 13F portfolio, value $635,482.
13F-HR 0001706836-26-000003 filed by BFSG, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 7,390 sharesChange vs previous 13F -20 shares
0.06% of the 13F portfolio, value $591,792.
13F-HR 0001706836-26-000002 filed by BFSG, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 7,410 sharesChange vs previous 13F +1,200 shares
0.06% of the 13F portfolio, value $631,703.
13F-HR 0001706836-26-000001 filed by BFSG, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 6,210 sharesChange vs previous 13F 0 shares
0.05% of the 13F portfolio, value $482,952.
13F-HR 0001706836-25-000007 filed by BFSG, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 6,210 sharesChange vs previous 13F 0 shares
0.05% of the 13F portfolio, value $485,685.
13F-HR 0001706836-25-000005 filed by BFSG, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 6,210 sharesChange vs previous 13F -45 shares
0.05% of the 13F portfolio, value $450,101.
13F-HR 0001706836-25-000004 filed by BFSG, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 6,255 sharesChange vs previous 13F 0 shares
0.05% of the 13F portfolio, value $463,058.
13F-HR 0001706836-25-000002 filed by BFSG, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 6,255 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $412,768.
13F-HR 0001706836-24-000008 filed by BFSG, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).