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Disclosery

BFSG, LLC: XLF position timeline

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

BFSG, LLC held 60,907 XLF 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 60,907 shares
    Change vs previous 13F +53 shares

    0.29% of the 13F portfolio, value $3,265,225.

    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 60,854 shares
    Change vs previous 13F -1,214 shares

    0.28% of the 13F portfolio, value $3,004,362.

    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 62,068 shares
    Change vs previous 13F -142 shares

    0.33% of the 13F portfolio, value $3,399,465.

    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 62,210 shares
    Change vs previous 13F -283 shares

    0.33% of the 13F portfolio, value $3,351,253.

    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 62,493 shares
    Change vs previous 13F -2,833 shares

    0.37% of the 13F portfolio, value $3,272,759.

    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 65,326 shares
    Change vs previous 13F -1,394 shares

    0.4% of the 13F portfolio, value $3,253,889.

    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 66,720 shares
    Change vs previous 13F -5,289 shares

    0.38% of the 13F portfolio, value $3,224,578.

    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 72,009 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $3,263,448.

    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).