BFSG, LLC: SCHB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BFSG, LLC on SCHB, newest first. How the timeline and the estimate are built.
BFSG, LLC held 2,113 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F 2,113 sharesChange vs previous 13F +5 shares
0.01% of the 13F portfolio, value $61,195.
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 2,108 sharesChange vs previous 13F +5 shares
0.01% of the 13F portfolio, value $52,919.
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 2,103 sharesChange vs previous 13F -172 shares
0.01% of the 13F portfolio, value $55,169.
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 2,275 sharesChange vs previous 13F -1,391 shares
0.01% of the 13F portfolio, value $58,483.
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 3,666 sharesChange vs previous 13F +10 shares
0.01% of the 13F portfolio, value $87,357.
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 3,656 sharesChange vs previous 13F -1,990 shares
0.01% of the 13F portfolio, value $78,712.
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 5,646 sharesChange vs previous 13F +4,896 shares
0.01% of the 13F portfolio, value $128,158.
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 750 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $49,919.
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).