Skip to content
Disclosery

BFSG, LLC: XLC position timeline

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

BFSG, LLC held 22,114 XLC 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 22,114 shares
    Change vs previous 13F +1,486 shares

    0.21% of the 13F portfolio, value $2,369,073.

    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 20,628 shares
    Change vs previous 13F -1,335 shares

    0.22% of the 13F portfolio, value $2,286,821.

    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 21,963 shares
    Change vs previous 13F +602 shares

    0.25% of the 13F portfolio, value $2,585,426.

    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 21,361 shares
    Change vs previous 13F +4,197 shares

    0.25% of the 13F portfolio, value $2,528,502.

    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 17,164 shares
    Change vs previous 13F +4,807 shares

    0.21% of the 13F portfolio, value $1,862,809.

    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 12,357 shares
    Change vs previous 13F -2,900 shares

    0.15% of the 13F portfolio, value $1,191,833.

    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 15,257 shares
    Change vs previous 13F -4,233 shares

    0.17% of the 13F portfolio, value $1,477,031.

    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 19,490 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,761,896.

    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).