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Disclosery

BFSG, LLC: SCHF position timeline

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

BFSG, LLC held 40,903 SCHF 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 40,903 shares
    Change vs previous 13F -1,717 shares

    0.1% of the 13F portfolio, value $1,133,026.

    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 42,620 shares
    Change vs previous 13F -178 shares

    0.1% of the 13F portfolio, value $1,054,857.

    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 42,798 shares
    Change vs previous 13F -1,577 shares

    0.1% of the 13F portfolio, value $1,028,875.

    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 44,375 shares
    Change vs previous 13F -140 shares

    0.1% of the 13F portfolio, value $1,033,061.

    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 44,515 shares
    Change vs previous 13F -3,086 shares

    0.11% of the 13F portfolio, value $983,792.

    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 47,601 shares
    Change vs previous 13F -3,564 shares

    0.11% of the 13F portfolio, value $941,557.

    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 51,165 shares
    Change vs previous 13F +28,832 shares

    0.11% of the 13F portfolio, value $946,561.

    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 22,333 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $918,352.

    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).