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Brewster Financial Planning LLC: BSV position timeline

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

Brewster Financial Planning LLC held 247,918 BSV shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 247,918 shares
    Change vs previous 13F +6,119 shares

    10.44% of the 13F portfolio, value $18,940,936.

    13F-HR 0001898145-26-000005 filed by Brewster Financial Planning LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 241,799 shares
    Change vs previous 13F +1,603 shares

    10.34% of the 13F portfolio, value $18,838,561.

    13F-HR 0001898145-26-000003 filed by Brewster Financial Planning 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 240,196 shares
    Change vs previous 13F +3,736 shares

    11.39% of the 13F portfolio, value $18,833,769.

    13F-HR 0001898145-26-000002 filed by Brewster Financial Planning 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 236,460 shares
    Change vs previous 13F +5,746 shares

    11.45% of the 13F portfolio, value $18,635,413.

    13F-HR 0001898145-26-000001 filed by Brewster Financial Planning 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 230,714 shares
    Change vs previous 13F +11,812 shares

    11.45% of the 13F portfolio, value $18,205,642.

    13F-HR 0001898145-25-000006 filed by Brewster Financial Planning 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 218,902 shares
    Change vs previous 13F +11,193 shares

    11.62% of the 13F portfolio, value $17,227,588.

    13F-HR 0001898145-25-000004 filed by Brewster Financial Planning 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 207,709 shares
    Change vs previous 13F +4,011 shares

    12.02% of the 13F portfolio, value $16,259,461.

    13F-HR 0001898145-25-000003 filed by Brewster Financial Planning 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 203,698 shares
    Change vs previous 13F not available

    11.92% of the 13F portfolio, value $15,739,745.

    13F-HR 0001898145-25-000001 filed by Brewster Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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