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BFSG, LLC: O position timeline

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

BFSG, LLC held 54,945 O 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 54,945 shares
    Change vs previous 13F -22 shares

    0.3% of the 13F portfolio, value $3,404,408.

    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 54,967 shares
    Change vs previous 13F -3,855 shares

    0.32% of the 13F portfolio, value $3,362,897.

    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 58,822 shares
    Change vs previous 13F -1,004 shares

    0.32% of the 13F portfolio, value $3,315,783.

    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 59,826 shares
    Change vs previous 13F +1,972 shares

    0.35% of the 13F portfolio, value $3,636,823.

    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 57,854 shares
    Change vs previous 13F +1,435 shares

    0.37% of the 13F portfolio, value $3,332,969.

    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 56,419 shares
    Change vs previous 13F +4,931 shares

    0.4% of the 13F portfolio, value $3,272,867.

    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 51,488 shares
    Change vs previous 13F -2,474 shares

    0.32% of the 13F portfolio, value $2,749,975.

    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 53,962 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $3,422,271.

    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).