BFSG, LLC: PDM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BFSG, LLC on PDM, newest first. How the timeline and the estimate are built.
BFSG, LLC held 25,811 PDM shares at 2026-06-30 per its 13F-HR filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F 25,811 sharesChange vs previous 13F 0 shares
0.02% of the 13F portfolio, value $236,171.
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 25,811 sharesChange vs previous 13F +1,801 shares
0.02% of the 13F portfolio, value $169,579.
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 24,010 sharesChange vs previous 13F +280 shares
0.02% of the 13F portfolio, value $200,244.
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 23,730 sharesChange vs previous 13F -1,660 shares
0.02% of the 13F portfolio, value $213,570.
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 25,390 sharesChange vs previous 13F -50 shares
0.02% of the 13F portfolio, value $185,094.
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 25,440 sharesChange vs previous 13F -250 shares
0.02% of the 13F portfolio, value $187,493.
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 25,690 sharesChange vs previous 13F -2,140 shares
0.03% of the 13F portfolio, value $235,064.
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 27,830 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $281,083.
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).