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Disclosery

BFSG, LLC: XLP position timeline

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

BFSG, LLC held 13,894 XLP 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 13,894 shares
    Change vs previous 13F +263 shares

    0.1% of the 13F portfolio, value $1,154,134.

    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 13,631 shares
    Change vs previous 13F -1,604 shares

    0.11% of the 13F portfolio, value $1,117,429.

    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 15,235 shares
    Change vs previous 13F -551 shares

    0.12% of the 13F portfolio, value $1,183,416.

    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 15,786 shares
    Change vs previous 13F -1,954 shares

    0.12% of the 13F portfolio, value $1,237,110.

    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 17,740 shares
    Change vs previous 13F -2,366 shares

    0.16% of the 13F portfolio, value $1,436,368.

    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 20,106 shares
    Change vs previous 13F -1,085 shares

    0.2% of the 13F portfolio, value $1,642,017.

    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 21,191 shares
    Change vs previous 13F -3,998 shares

    0.19% of the 13F portfolio, value $1,665,786.

    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 25,189 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $2,090,646.

    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).