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Disclosery

BFSG, LLC: XEL position timeline

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

BFSG, LLC held 560 XEL 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 560 shares
    Change vs previous 13F +15 shares

    <0.01% of the 13F portfolio, value $44,968.

    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 545 shares
    Change vs previous 13F -76 shares

    <0.01% of the 13F portfolio, value $43,295.

    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 621 shares
    Change vs previous 13F +50 shares

    <0.01% of the 13F portfolio, value $45,868.

    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 571 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $46,052.

    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 571 shares
    Change vs previous 13F +15 shares

    <0.01% of the 13F portfolio, value $38,886.

    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 556 shares
    Change vs previous 13F +9 shares

    <0.01% of the 13F portfolio, value $39,360.

    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 547 shares
    Change vs previous 13F -523 shares

    <0.01% of the 13F portfolio, value $36,934.

    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 1,070 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $69,871.

    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).