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BFSG, LLC: SCHP position timeline

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

BFSG, LLC held 343,128 SCHP 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 343,128 shares
    Change vs previous 13F +22,632 shares

    0.81% of the 13F portfolio, value $9,092,892.

    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 320,496 shares
    Change vs previous 13F +139 shares

    0.81% of the 13F portfolio, value $8,528,391.

    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 320,357 shares
    Change vs previous 13F +802 shares

    0.83% of the 13F portfolio, value $8,486,249.

    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 319,555 shares
    Change vs previous 13F +240 shares

    0.84% of the 13F portfolio, value $8,612,004.

    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 319,315 shares
    Change vs previous 13F +4,048 shares

    0.95% of the 13F portfolio, value $8,519,324.

    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 315,267 shares
    Change vs previous 13F -2,232 shares

    1.03% of the 13F portfolio, value $8,477,537.

    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 317,499 shares
    Change vs previous 13F +165,177 shares

    0.96% of the 13F portfolio, value $8,201,011.

    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 152,322 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $8,169,056.

    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).