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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

  1. period ended2026-06-30
    13F 223,793 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 223,873 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 199,909 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 198,535 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 202,437 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 203,006 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 206,843 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 209,066 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).