Skip to content
Disclosery

BFSG, LLC: XLV position timeline

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

BFSG, LLC held 22,157 XLV 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 22,157 shares
    Change vs previous 13F -1,283 shares

    0.31% of the 13F portfolio, value $3,515,351.

    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 23,440 shares
    Change vs previous 13F -795 shares

    0.33% of the 13F portfolio, value $3,436,466.

    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 24,235 shares
    Change vs previous 13F -2,228 shares

    0.36% of the 13F portfolio, value $3,751,501.

    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 26,463 shares
    Change vs previous 13F -646 shares

    0.36% of the 13F portfolio, value $3,682,787.

    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 27,109 shares
    Change vs previous 13F -555 shares

    0.41% of the 13F portfolio, value $3,653,955.

    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 27,664 shares
    Change vs previous 13F +22 shares

    0.49% of the 13F portfolio, value $4,039,148.

    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 27,642 shares
    Change vs previous 13F -2,627 shares

    0.44% of the 13F portfolio, value $3,802,642.

    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 30,269 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $4,661,955.

    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).