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Disclosery

BFSG, LLC: PPL position timeline

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

BFSG, LLC held 18,211 PPL 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 18,211 shares
    Change vs previous 13F +183 shares

    0.06% of the 13F portfolio, value $661,970.

    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 18,028 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $688,670.

    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 18,028 shares
    Change vs previous 13F -63 shares

    0.06% of the 13F portfolio, value $631,341.

    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 18,091 shares
    Change vs previous 13F +10 shares

    0.07% of the 13F portfolio, value $672,262.

    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 18,081 shares
    Change vs previous 13F -17 shares

    0.07% of the 13F portfolio, value $612,766.

    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 18,098 shares
    Change vs previous 13F -166 shares

    0.08% of the 13F portfolio, value $653,519.

    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 18,264 shares
    Change vs previous 13F -376 shares

    0.07% of the 13F portfolio, value $592,850.

    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 18,640 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $616,612.

    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).