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Disclosery

BFSG, LLC: SPY position timeline

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

BFSG, LLC held 13,876 SPY 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 13,876 shares
    Change vs previous 13F +2 shares

    0.92% of the 13F portfolio, value $10,362,254.

    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 13,874 shares
    Change vs previous 13F -622 shares

    0.86% of the 13F portfolio, value $9,022,652.

    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 14,496 shares
    Change vs previous 13F +1,374 shares

    0.96% of the 13F portfolio, value $9,884,886.

    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 13,122 shares
    Change vs previous 13F -11,301 shares

    0.85% of the 13F portfolio, value $8,741,608.

    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 24,423 shares
    Change vs previous 13F -3,843 shares

    1.69% of the 13F portfolio, value $15,089,751.

    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 28,266 shares
    Change vs previous 13F -8,575 shares

    1.92% of the 13F portfolio, value $15,811,922.

    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 36,841 shares
    Change vs previous 13F -20,959 shares

    2.52% of the 13F portfolio, value $21,592,049.

    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 57,800 shares
    Change vs previous 13F not available

    3.85% of the 13F portfolio, value $33,163,242.

    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).