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Disclosery

BFSG, LLC: KDP position timeline

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

BFSG, LLC held 96,365 KDP 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 96,365 shares
    Change vs previous 13F +5,511 shares

    0.28% of the 13F portfolio, value $3,154,029.

    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 90,854 shares
    Change vs previous 13F -2,462 shares

    0.23% of the 13F portfolio, value $2,392,188.

    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 93,316 shares
    Change vs previous 13F -55,983 shares

    0.25% of the 13F portfolio, value $2,613,784.

    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 149,299 shares
    Change vs previous 13F +11,922 shares

    0.37% of the 13F portfolio, value $3,808,625.

    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 137,377 shares
    Change vs previous 13F +440 shares

    0.51% of the 13F portfolio, value $4,541,676.

    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 136,937 shares
    Change vs previous 13F -704 shares

    0.57% of the 13F portfolio, value $4,685,974.

    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 137,641 shares
    Change vs previous 13F -4,831 shares

    0.52% of the 13F portfolio, value $4,421,044.

    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 142,472 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $5,339,849.

    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).