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Disclosery

BFSG, LLC: IVV position timeline

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

BFSG, LLC held 36,072 IVV 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 36,072 shares
    Change vs previous 13F -517 shares

    2.4% of the 13F portfolio, value $27,013,938.

    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 36,589 shares
    Change vs previous 13F -4,262 shares

    2.27% of the 13F portfolio, value $23,900,185.

    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 40,851 shares
    Change vs previous 13F +5,190 shares

    2.72% of the 13F portfolio, value $27,980,809.

    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 35,661 shares
    Change vs previous 13F +26,356 shares

    2.32% of the 13F portfolio, value $23,867,715.

    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 9,305 shares
    Change vs previous 13F -212 shares

    0.65% of the 13F portfolio, value $5,777,239.

    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 9,517 shares
    Change vs previous 13F -698 shares

    0.65% of the 13F portfolio, value $5,347,743.

    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 10,215 shares
    Change vs previous 13F -982 shares

    0.7% of the 13F portfolio, value $6,013,514.

    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 11,197 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $6,458,798.

    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).