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Campbell Wealth Management: BSV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Campbell Wealth Management on BSV, newest first. How the timeline and the estimate are built.

Campbell Wealth Management held 863,284 BSV shares at 2024-12-31 per its 13F-HR filed 2025-01-30.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 863,284 shares
    Change vs previous 13F +374,314 shares

    6% of the 13F portfolio, value $66,706,000.

    13F-HR 0001736648-25-000001 filed by Campbell Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 488,970 shares
    Change vs previous 13F +488,970 shares

    3.43% of the 13F portfolio, value $38,477,000.

    13F-HR 0001736648-24-000005 filed by Campbell Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 0 shares
    Change vs previous 13F -453,309 shares

    13F-HR 0001736648-24-000003 filed by Campbell Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2024-03-31
    13F 453,309 shares
    Change vs previous 13F +441,369 shares

    3.45% of the 13F portfolio, value $34,755,000.

    13F-HR 0001736648-24-000002 filed by Campbell Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 11,940 shares
    Change vs previous 13F +3,138 shares

    0.11% of the 13F portfolio, value $920,000.

    13F-HR 0001736648-24-000001 filed by Campbell Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 8,802 shares
    Change vs previous 13F -1,907 shares

    0.08% of the 13F portfolio, value $662,000.

    13F-HR 0001736648-23-000005 filed by Campbell Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F/A 10,709 shares
    Change vs previous 13F -24,093 shares

    0.1% of the 13F portfolio, value $809,000.

    13F-HR/A 0001736648-23-000004 filed by Campbell Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 34,802 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $2,662,000.

    13F-HR 0001736648-23-000002 filed by Campbell Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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