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Disclosery

BFSG, LLC: LVHI position timeline

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

BFSG, LLC held 216,742 LVHI 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 216,742 shares
    Change vs previous 13F +14,431 shares

    0.78% of the 13F portfolio, value $8,796,455.

    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 202,311 shares
    Change vs previous 13F +13,889 shares

    0.78% of the 13F portfolio, value $8,201,668.

    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 188,422 shares
    Change vs previous 13F +7,332 shares

    0.67% of the 13F portfolio, value $6,937,680.

    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 181,090 shares
    Change vs previous 13F +25,192 shares

    0.61% of the 13F portfolio, value $6,292,878.

    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 155,898 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $5,074,480.

    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).