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BHK Investment Advisors, LLC: BSV position timeline

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

BHK Investment Advisors, LLC held 63,042 BSV shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 63,042 shares
    Change vs previous 13F +2,010 shares

    1.47% of the 13F portfolio, value $4,911,636.

    13F-HR 0001062993-26-003860 filed by BHK Investment Advisors, 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 61,032 shares
    Change vs previous 13F +523 shares

    1.6% of the 13F portfolio, value $4,785,558.

    13F-HR 0001062993-26-002202 filed by BHK Investment Advisors, 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 60,509 shares
    Change vs previous 13F +8,773 shares

    1.57% of the 13F portfolio, value $4,768,749.

    13F-HR 0001062993-26-000570 filed by BHK Investment Advisors, 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 51,736 shares
    Change vs previous 13F +1,151 shares

    1.53% of the 13F portfolio, value $4,082,475.

    13F-HR 0001062993-25-016497 filed by BHK Investment Advisors, 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 50,585 shares
    Change vs previous 13F -1,748 shares

    1.56% of the 13F portfolio, value $3,981,032.

    13F-HR 0001062993-25-013744 filed by BHK Investment Advisors, 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 52,333 shares
    Change vs previous 13F -5,586 shares

    1.73% of the 13F portfolio, value $4,096,655.

    13F-HR 0001062993-25-008329 filed by BHK Investment Advisors, 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 57,919 shares
    Change vs previous 13F +1,700 shares

    1.68% of the 13F portfolio, value $4,475,392.

    13F-HR 0001062993-25-001577 filed by BHK Investment Advisors, 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 56,219 shares
    Change vs previous 13F not available

    1.65% of the 13F portfolio, value $4,423,852.

    13F-HR 0001062993-24-018880 filed by BHK Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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