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Disclosery

BFSG, LLC: XMHQ position timeline

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

BFSG, LLC held 39,243 XMHQ 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 39,243 shares
    Change vs previous 13F +1,115 shares

    0.39% of the 13F portfolio, value $4,429,779.

    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 38,128 shares
    Change vs previous 13F +4,263 shares

    0.37% of the 13F portfolio, value $3,941,318.

    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 33,865 shares
    Change vs previous 13F +1,036 shares

    0.34% of the 13F portfolio, value $3,468,428.

    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 32,829 shares
    Change vs previous 13F +1,597 shares

    0.33% of the 13F portfolio, value $3,445,732.

    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 31,232 shares
    Change vs previous 13F +1,164 shares

    0.34% of the 13F portfolio, value $3,068,232.

    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 30,068 shares
    Change vs previous 13F +687 shares

    0.33% of the 13F portfolio, value $2,752,125.

    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 29,381 shares
    Change vs previous 13F +2,979 shares

    0.34% of the 13F portfolio, value $2,893,148.

    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 26,402 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $2,708,318.

    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).