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Disclosery

BFSG, LLC: XLK position timeline

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

BFSG, LLC held 23,420 XLK 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 23,420 shares
    Change vs previous 13F -3,027 shares

    0.4% of the 13F portfolio, value $4,461,884.

    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 26,447 shares
    Change vs previous 13F -6,189 shares

    0.33% of the 13F portfolio, value $3,514,740.

    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 32,636 shares
    Change vs previous 13F +15,973 shares

    0.46% of the 13F portfolio, value $4,698,533.

    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 16,663 shares
    Change vs previous 13F -1,120 shares

    0.46% of the 13F portfolio, value $4,696,563.

    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 17,783 shares
    Change vs previous 13F -5,315 shares

    0.5% of the 13F portfolio, value $4,503,126.

    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 23,098 shares
    Change vs previous 13F -12,256 shares

    0.58% of the 13F portfolio, value $4,769,224.

    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 35,354 shares
    Change vs previous 13F -3,310 shares

    0.96% of the 13F portfolio, value $8,220,454.

    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 38,664 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $8,728,729.

    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).