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BOS Asset Management, LLC: YEAR position timeline

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

BOS Asset Management, LLC held 912,006 YEAR 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 912,006 shares
    Change vs previous 13F -31,053 shares

    10.67% of the 13F portfolio, value $45,673,265.

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

  2. period ended2026-06-30
    13F 943,059 shares
    Change vs previous 13F -10,525 shares

    11.02% of the 13F portfolio, value $47,473,587.

    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 953,584 shares
    Change vs previous 13F +61,230 shares

    12.29% of the 13F portfolio, value $48,132,137.

    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 892,354 shares
    Change vs previous 13F -8,052 shares

    12.06% of the 13F portfolio, value $45,046,050.

    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 900,406 shares
    Change vs previous 13F +71,540 shares

    12.86% of the 13F portfolio, value $45,628,100.

    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 828,866 shares
    Change vs previous 13F -46,803 shares

    13.4% of the 13F portfolio, value $41,990,359.

    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 875,669 shares
    Change vs previous 13F +102,011 shares

    15.21% of the 13F portfolio, value $44,317,606.

    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 773,658 shares
    Change vs previous 13F not available

    13.95% of the 13F portfolio, value $38,953,668.

    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).