Bull Oak Capital, LLC: BSV position timeline

Bull Oak Capital, LLC held 81,647 BSV shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 81,647 shares

   Change vs previous 13F +2,280 shares

   2.12% of the 13F portfolio, value $6,361,142.

   13F-HR 0001824263-26-000004 filed by Bull Oak Capital, LLC
   Filed 2026-08-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 79,367 shares

   Change vs previous 13F +10,323 shares

   2.39% of the 13F portfolio, value $6,223,166.

   13F-HR 0001824263-26-000003 filed by Bull Oak Capital, LLC
   Filed 2026-05-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 69,044 shares

   Change vs previous 13F +3,439 shares

   2.22% of the 13F portfolio, value $5,441,358.

   13F-HR 0001824263-26-000001 filed by Bull Oak Capital, LLC
   Filed 2026-02-02 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 65,605 shares

   Change vs previous 13F +2,177 shares

   2.2% of the 13F portfolio, value $5,176,891.

   13F-HR 0001824263-25-000008 filed by Bull Oak Capital, LLC
   Filed 2025-11-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 63,428 shares

   Change vs previous 13F +4,976 shares

   2.27% of the 13F portfolio, value $4,991,804.

   13F-HR 0001824263-25-000002 filed by Bull Oak Capital, LLC
   Filed 2025-08-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 58,452 shares

   Change vs previous 13F +4,445 shares

   2.49% of the 13F portfolio, value $4,575,633.

   13F-HR 0002054264-25-000012 filed by Bull Oak Capital, LLC
   Filed 2025-04-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 54,007 shares

   Change vs previous 13F +23,300 shares

   2.32% of the 13F portfolio, value $4,173,084.

   13F-HR 0001824263-25-000001 filed by Bull Oak Capital, LLC
   Filed 2025-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 30,707 shares

   Change vs previous 13F not available

   1.39% of the 13F portfolio, value $2,416,346.

   13F-HR 0001824263-24-000005 filed by Bull Oak Capital, LLC
   Filed 2024-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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