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Disclosery

BFSG, LLC: WBD position timeline

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

BFSG, LLC held 7,601 WBD 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 7,601 shares
    Change vs previous 13F -400 shares

    0.02% of the 13F portfolio, value $202,643.

    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 8,001 shares
    Change vs previous 13F -13,533 shares

    0.02% of the 13F portfolio, value $219,708.

    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 21,534 shares
    Change vs previous 13F -113,250 shares

    0.06% of the 13F portfolio, value $620,610.

    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 134,784 shares
    Change vs previous 13F -22,122 shares

    0.26% of the 13F portfolio, value $2,632,322.

    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 156,906 shares
    Change vs previous 13F +15,786 shares

    0.2% of the 13F portfolio, value $1,798,138.

    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 141,120 shares
    Change vs previous 13F -6,269 shares

    0.18% of the 13F portfolio, value $1,514,213.

    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 147,389 shares
    Change vs previous 13F -10,389 shares

    0.18% of the 13F portfolio, value $1,557,897.

    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 157,778 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,301,665.

    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).