Skip to content
Disclosery

BFSG, LLC: XLI position timeline

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

BFSG, LLC held 16,896 XLI 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 16,896 shares
    Change vs previous 13F -106 shares

    0.28% of the 13F portfolio, value $3,129,647.

    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 17,002 shares
    Change vs previous 13F -534 shares

    0.26% of the 13F portfolio, value $2,749,734.

    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 17,536 shares
    Change vs previous 13F -24 shares

    0.26% of the 13F portfolio, value $2,720,185.

    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 17,560 shares
    Change vs previous 13F -458 shares

    0.26% of the 13F portfolio, value $2,708,279.

    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 18,018 shares
    Change vs previous 13F -1,614 shares

    0.3% of the 13F portfolio, value $2,658,016.

    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 19,632 shares
    Change vs previous 13F -427 shares

    0.31% of the 13F portfolio, value $2,573,167.

    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 20,059 shares
    Change vs previous 13F -1,942 shares

    0.31% of the 13F portfolio, value $2,642,974.

    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 22,001 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $2,979,816.

    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).