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Disclosery

Boothe Investment Group, Inc.: BDJ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Boothe Investment Group, Inc. on BDJ, newest first. How the timeline and the estimate are built.

Boothe Investment Group, Inc. held 599,840 BDJ shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 599,840 shares
    Change vs previous 13F +41,763 shares

    1.81% of the 13F portfolio, value $5,740,472.

    13F-HR 0002063364-26-000197 filed by Boothe Investment Group, Inc.
    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 558,077 shares
    Change vs previous 13F +30,111 shares

    1.55% of the 13F portfolio, value $4,810,622.

    13F-HR 0002063364-26-000160 filed by Boothe Investment Group, Inc.
    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 527,966 shares
    Change vs previous 13F +31,298 shares

    1.79% of the 13F portfolio, value $5,005,116.

    13F-HR 0002063364-26-000054 filed by Boothe Investment Group, Inc.
    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 496,668 shares
    Change vs previous 13F +15,704 shares

    1.66% of the 13F portfolio, value $4,524,644.

    13F-HR 0002063364-25-000264 filed by Boothe Investment Group, Inc.
    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 480,964 shares
    Change vs previous 13F +5,959 shares

    1.63% of the 13F portfolio, value $4,275,768.

    13F-HR 0002063364-25-000156 filed by Boothe Investment Group, Inc.
    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 475,005 shares
    Change vs previous 13F -95,801 shares

    1.86% of the 13F portfolio, value $4,085,040.

    13F-HR 0002063364-25-000029 filed by Boothe Investment Group, Inc.
    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 570,806 shares
    Change vs previous 13F +42,805 shares

    2.05% of the 13F portfolio, value $4,726,000.

    13F-HR 0001749798-25-000004 filed by Boothe Investment Group, Inc.
    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 528,001 shares
    Change vs previous 13F not available

    2.09% of the 13F portfolio, value $4,567,000.

    13F-HR 0001749798-24-000011 filed by Boothe Investment Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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