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Disclosery

BG Investment Services, LLC: FDVV position timeline

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

BG Investment Services, LLC held 125,837 FDVV shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 125,837 shares
    Change vs previous 13F +13,278 shares

    5.46% of the 13F portfolio, value $7,586,705.

    13F-HR 0001873989-26-000003 filed by BG Investment Services, 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 112,559 shares
    Change vs previous 13F +13,267 shares

    5.16% of the 13F portfolio, value $6,217,763.

    13F-HR 0001873989-26-000002 filed by BG Investment Services, 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 99,292 shares
    Change vs previous 13F +23,537 shares

    5.02% of the 13F portfolio, value $5,628,884.

    13F-HR 0001873989-26-000001 filed by BG Investment Services, 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 75,755 shares
    Change vs previous 13F +16,045 shares

    4.16% of the 13F portfolio, value $4,220,311.

    13F-HR 0001873989-25-000003 filed by BG Investment Services, 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 59,710 shares
    Change vs previous 13F +8,914 shares

    3.88% of the 13F portfolio, value $3,106,138.

    13F-HR 0001085146-25-004307 filed by BG Investment Services, 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 50,796 shares
    Change vs previous 13F +21,734 shares

    2.71% of the 13F portfolio, value $2,517,281.

    13F-HR 0001085146-25-002636 filed by BG Investment Services, 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 29,062 shares
    Change vs previous 13F not available

    1.46% of the 13F portfolio, value $1,451,355.

    13F-HR 0001085146-25-001028 filed by BG Investment Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).