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Disclosery

BFSG, LLC: WM position timeline

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

BFSG, LLC held 16,354 WM 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 16,354 shares
    Change vs previous 13F +260 shares

    0.32% of the 13F portfolio, value $3,644,869.

    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 16,094 shares
    Change vs previous 13F +63 shares

    0.35% of the 13F portfolio, value $3,698,127.

    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 16,031 shares
    Change vs previous 13F +285 shares

    0.34% of the 13F portfolio, value $3,522,062.

    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 15,746 shares
    Change vs previous 13F +176 shares

    0.34% of the 13F portfolio, value $3,477,080.

    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 15,570 shares
    Change vs previous 13F -293 shares

    0.4% of the 13F portfolio, value $3,562,614.

    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 15,863 shares
    Change vs previous 13F -913 shares

    0.45% of the 13F portfolio, value $3,672,329.

    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 16,776 shares
    Change vs previous 13F -943 shares

    0.4% of the 13F portfolio, value $3,385,129.

    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 17,719 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $3,678,361.

    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).