BFSG, LLC: MWA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BFSG, LLC on MWA, newest first. How the timeline and the estimate are built.
BFSG, LLC held 223,793 MWA shares at 2026-06-30 per its 13F-HR filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F 223,793 sharesChange vs previous 13F -80 shares
0.51% of the 13F portfolio, value $5,780,574.
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 223,873 sharesChange vs previous 13F +23,964 shares
0.58% of the 13F portfolio, value $6,154,269.
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 199,909 sharesChange vs previous 13F +1,374 shares
0.46% of the 13F portfolio, value $4,761,833.
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 198,535 sharesChange vs previous 13F -3,902 shares
0.49% of the 13F portfolio, value $5,066,614.
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 202,437 sharesChange vs previous 13F -569 shares
0.54% of the 13F portfolio, value $4,866,586.
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 203,006 sharesChange vs previous 13F -3,837 shares
0.63% of the 13F portfolio, value $5,160,413.
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 206,843 sharesChange vs previous 13F -2,223 shares
0.54% of the 13F portfolio, value $4,653,968.
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 209,066 sharesChange vs previous 13F not available
0.53% of the 13F portfolio, value $4,536,733.
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).