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Disclosery

BFSG, LLC: VYM position timeline

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

BFSG, LLC held 4,535 VYM 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 4,535 shares
    Change vs previous 13F -319 shares

    0.06% of the 13F portfolio, value $716,588.

    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 4,854 shares
    Change vs previous 13F -70 shares

    0.07% of the 13F portfolio, value $718,804.

    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 4,924 shares
    Change vs previous 13F +92 shares

    0.07% of the 13F portfolio, value $706,621.

    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 4,832 shares
    Change vs previous 13F +144 shares

    0.07% of the 13F portfolio, value $681,000.

    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 4,688 shares
    Change vs previous 13F -75 shares

    0.07% of the 13F portfolio, value $624,891.

    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 4,763 shares
    Change vs previous 13F -40 shares

    0.07% of the 13F portfolio, value $614,172.

    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 4,803 shares
    Change vs previous 13F -1,300 shares

    0.07% of the 13F portfolio, value $612,751.

    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 6,103 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $782,341.

    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).