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Disclosery

BFSG, LLC: SHV position timeline

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

BFSG, LLC held 64,965 SHV 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 64,965 shares
    Change vs previous 13F +883 shares

    0.64% of the 13F portfolio, value $7,168,866.

    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 64,082 shares
    Change vs previous 13F +1,498 shares

    0.67% of the 13F portfolio, value $7,074,040.

    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 62,584 shares
    Change vs previous 13F +4,556 shares

    0.67% of the 13F portfolio, value $6,893,601.

    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 58,028 shares
    Change vs previous 13F +15,668 shares

    0.62% of the 13F portfolio, value $6,411,514.

    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 42,360 shares
    Change vs previous 13F +9,430 shares

    0.52% of the 13F portfolio, value $4,677,392.

    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 32,930 shares
    Change vs previous 13F +6,397 shares

    0.44% of the 13F portfolio, value $3,637,448.

    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 26,533 shares
    Change vs previous 13F +2,018 shares

    0.34% of the 13F portfolio, value $2,921,549.

    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 24,515 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $2,712,095.

    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).