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Colorado Capital Management, Inc.: BSV position timeline

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

Colorado Capital Management, Inc. held 49,866 BSV shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 49,866 shares
    Change vs previous 13F +2,581 shares

    1.33% of the 13F portfolio, value $3,885,000.

    13F-HR 0001664147-26-000003 filed by Colorado Capital Management, Inc.
    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 47,285 shares
    Change vs previous 13F +2,758 shares

    1.38% of the 13F portfolio, value $3,708,000.

    13F-HR 0001664147-26-000002 filed by Colorado Capital Management, Inc.
    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 44,527 shares
    Change vs previous 13F +1,535 shares

    1.32% of the 13F portfolio, value $3,509,000.

    13F-HR 0001664147-26-000001 filed by Colorado Capital Management, Inc.
    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 42,992 shares
    Change vs previous 13F +2,247 shares

    1.31% of the 13F portfolio, value $3,392,000.

    13F-HR 0001664147-25-000009 filed by Colorado Capital Management, Inc.
    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 40,745 shares
    Change vs previous 13F -2,533 shares

    1.37% of the 13F portfolio, value $3,207,000.

    13F-HR 0001664147-25-000004 filed by Colorado Capital Management, Inc.
    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 43,278 shares
    Change vs previous 13F -2,266 shares

    1.58% of the 13F portfolio, value $3,388,000.

    13F-HR 0001664147-25-000003 filed by Colorado Capital Management, Inc.
    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 45,544 shares
    Change vs previous 13F +2,360 shares

    1.7% of the 13F portfolio, value $3,519,000.

    13F-HR 0001664147-25-000001 filed by Colorado Capital Management, Inc.
    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 43,184 shares
    Change vs previous 13F not available

    1.68% of the 13F portfolio, value $3,398,000.

    13F-HR 0001664147-24-000006 filed by Colorado Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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