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Disclosery

BFSG, LLC: XLU position timeline

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

BFSG, LLC held 19,742 XLU 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 19,742 shares
    Change vs previous 13F -306 shares

    0.08% of the 13F portfolio, value $895,103.

    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 20,048 shares
    Change vs previous 13F -1,116 shares

    0.09% of the 13F portfolio, value $920,003.

    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 21,164 shares
    Change vs previous 13F +10,176 shares

    0.09% of the 13F portfolio, value $903,492.

    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 10,988 shares
    Change vs previous 13F -418 shares

    0.09% of the 13F portfolio, value $958,264.

    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 11,406 shares
    Change vs previous 13F -1,186 shares

    0.1% of the 13F portfolio, value $931,414.

    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 12,592 shares
    Change vs previous 13F +89 shares

    0.12% of the 13F portfolio, value $992,880.

    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 12,503 shares
    Change vs previous 13F -397 shares

    0.11% of the 13F portfolio, value $946,353.

    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 12,900 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,042,062.

    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).