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BFSG, LLC: NEM position timeline

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

BFSG, LLC held 268,080 NEM 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 268,080 shares
    Change vs previous 13F -1,385 shares

    2.22% of the 13F portfolio, value $25,038,672.

    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 269,465 shares
    Change vs previous 13F -3,890 shares

    2.77% of the 13F portfolio, value $29,169,587.

    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 273,355 shares
    Change vs previous 13F -5,207 shares

    2.66% of the 13F portfolio, value $27,294,497.

    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 278,562 shares
    Change vs previous 13F -2,898 shares

    2.28% of the 13F portfolio, value $23,485,563.

    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 281,460 shares
    Change vs previous 13F +31,880 shares

    1.83% of the 13F portfolio, value $16,397,860.

    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 249,580 shares
    Change vs previous 13F +71,014 shares

    1.47% of the 13F portfolio, value $12,049,723.

    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 178,566 shares
    Change vs previous 13F +57,690 shares

    0.78% of the 13F portfolio, value $6,646,227.

    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 120,876 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $6,460,823.

    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).