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Disclosery

BFSG, LLC: IHDG position timeline

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

BFSG, LLC held 5,664 IHDG 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 5,664 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $296,681.

    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 5,664 shares
    Change vs previous 13F -5,221 shares

    0.03% of the 13F portfolio, value $272,722.

    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 10,885 shares
    Change vs previous 13F -133 shares

    0.05% of the 13F portfolio, value $529,665.

    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 11,018 shares
    Change vs previous 13F -397 shares

    0.05% of the 13F portfolio, value $507,710.

    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 11,415 shares
    Change vs previous 13F -101,117 shares

    0.06% of the 13F portfolio, value $514,246.

    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 112,532 shares
    Change vs previous 13F +1,740 shares

    0.59% of the 13F portfolio, value $4,883,868.

    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 110,792 shares
    Change vs previous 13F +2,139 shares

    0.56% of the 13F portfolio, value $4,816,107.

    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 108,653 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $4,965,420.

    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).