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Chico Wealth RIA: BSV position timeline

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

Chico Wealth RIA held 8,322 BSV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,322 shares
    Change vs previous 13F +18 shares

    0.34% of the 13F portfolio, value $648,364.

    13F-HR 0001926037-26-000004 filed by Chico Wealth RIA
    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 8,304 shares
    Change vs previous 13F -719 shares

    0.4% of the 13F portfolio, value $651,111.

    13F-HR 0001926037-26-000003 filed by Chico Wealth RIA
    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 9,023 shares
    Change vs previous 13F +9 shares

    0.46% of the 13F portfolio, value $711,105.

    13F-HR 0001926037-26-000002 filed by Chico Wealth RIA
    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 9,014 shares
    Change vs previous 13F -227 shares

    0.48% of the 13F portfolio, value $711,295.

    13F-HR 0001926037-25-000006 filed by Chico Wealth RIA
    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 9,241 shares
    Change vs previous 13F -114 shares

    0.58% of the 13F portfolio, value $727,267.

    13F-HR 0001926037-25-000003 filed by Chico Wealth RIA
    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 9,355 shares
    Change vs previous 13F -600 shares

    0.64% of the 13F portfolio, value $732,309.

    13F-HR 0001926037-25-000002 filed by Chico Wealth RIA
    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 9,955 shares
    Change vs previous 13F -3,802 shares

    0.67% of the 13F portfolio, value $769,223.

    13F-HR 0001926037-25-000001 filed by Chico Wealth RIA
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 13,757 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $1,082,538.

    13F-HR 0001926037-24-000004 filed by Chico Wealth RIA
    Filed (acceptance time not in the bulk data set), ingested

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