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BOS Asset Management, LLC: SOVF position timeline

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

BOS Asset Management, LLC held 58,163 SOVF shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 58,163 shares
    Change vs previous 13F +3,518 shares

    0.4% of the 13F portfolio, value $1,729,916.

    13F-HR 0001965814-26-000005 filed by BOS Asset Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 54,645 shares
    Change vs previous 13F +1,916 shares

    0.38% of the 13F portfolio, value $1,623,814.

    13F-HR 0001965814-26-000003 filed by BOS Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 52,729 shares
    Change vs previous 13F +4,374 shares

    0.36% of the 13F portfolio, value $1,413,664.

    13F-HR 0001965814-26-000002 filed by BOS Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 48,355 shares
    Change vs previous 13F +4,967 shares

    0.38% of the 13F portfolio, value $1,410,999.

    13F-HR 0001965814-26-000001 filed by BOS Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 43,388 shares
    Change vs previous 13F +1,136 shares

    0.37% of the 13F portfolio, value $1,313,945.

    13F-HR 0001965814-25-000009 filed by BOS Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 42,252 shares
    Change vs previous 13F +11,635 shares

    0.41% of the 13F portfolio, value $1,274,320.

    13F-HR 0001965814-25-000007 filed by BOS Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 30,617 shares
    Change vs previous 13F +5,317 shares

    0.31% of the 13F portfolio, value $909,662.

    13F-HR 0001965814-25-000006 filed by BOS Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 25,300 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $777,975.

    13F-HR 0001965814-25-000002 filed by BOS Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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