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Disclosery

BFSG, LLC: XLB position timeline

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

BFSG, LLC held 11,914 XLB 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 11,914 shares
    Change vs previous 13F +284 shares

    0.05% of the 13F portfolio, value $605,589.

    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 11,630 shares
    Change vs previous 13F -1,512 shares

    0.06% of the 13F portfolio, value $581,152.

    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 13,142 shares
    Change vs previous 13F +5,937 shares

    0.06% of the 13F portfolio, value $595,990.

    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 7,205 shares
    Change vs previous 13F -2,690 shares

    0.06% of the 13F portfolio, value $645,713.

    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 9,895 shares
    Change vs previous 13F -2,545 shares

    0.1% of the 13F portfolio, value $868,880.

    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 12,440 shares
    Change vs previous 13F -242 shares

    0.13% of the 13F portfolio, value $1,069,592.

    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 12,682 shares
    Change vs previous 13F -776 shares

    0.12% of the 13F portfolio, value $1,067,064.

    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 13,458 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,297,083.

    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).