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Brady Martz Wealth Solutions, LLC: BSVO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Brady Martz Wealth Solutions, LLC on BSVO, newest first. How the timeline and the estimate are built.

Brady Martz Wealth Solutions, LLC held 780,094 BSVO shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 780,094 shares
    Change vs previous 13F +1,006 shares

    3.44% of the 13F portfolio, value $22,770,710.

    13F-HR 0002049470-26-000004 filed by Brady Martz Wealth Solutions, 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 779,088 shares
    Change vs previous 13F +63,528 shares

    3.37% of the 13F portfolio, value $19,765,463.

    13F-HR 0002049470-26-000003 filed by Brady Martz Wealth Solutions, 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 715,560 shares
    Change vs previous 13F +33,636 shares

    2.94% of the 13F portfolio, value $16,672,548.

    13F-HR 0002049470-26-000002 filed by Brady Martz Wealth Solutions, 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 681,924 shares
    Change vs previous 13F +35,961 shares

    2.8% of the 13F portfolio, value $15,446,465.

    13F-HR 0002049470-25-000007 filed by Brady Martz Wealth Solutions, 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 645,963 shares
    Change vs previous 13F +321,928 shares

    2.55% of the 13F portfolio, value $13,164,726.

    13F-HR 0002049470-25-000006 filed by Brady Martz Wealth Solutions, 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 324,035 shares
    Change vs previous 13F +164,630 shares

    1.43% of the 13F portfolio, value $6,299,240.

    13F-HR 0002049470-25-000004 filed by Brady Martz Wealth Solutions, 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 159,405 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $3,446,336.

    13F-HR 0002049470-25-000003 filed by Brady Martz Wealth Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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