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DHJJ Financial Advisors, Ltd.: BSEP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of DHJJ Financial Advisors, Ltd. on BSEP, newest first. How the timeline and the estimate are built.

DHJJ Financial Advisors, Ltd. held 35,065 BSEP shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,065 shares
    Change vs previous 13F -307 shares

    0.53% of the 13F portfolio, value $1,848,978.

    13F-HR 0001844716-26-000004 filed by DHJJ Financial Advisors, Ltd.
    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 35,372 shares
    Change vs previous 13F -328 shares

    0.56% of the 13F portfolio, value $1,700,810.

    13F-HR 0001844716-26-000002 filed by DHJJ Financial Advisors, Ltd.
    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 35,700 shares
    Change vs previous 13F -343 shares

    0.58% of the 13F portfolio, value $1,758,225.

    13F-HR 0001844716-26-000001 filed by DHJJ Financial Advisors, Ltd.
    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 36,043 shares
    Change vs previous 13F +878 shares

    0.59% of the 13F portfolio, value $1,740,373.

    13F-HR 0001844716-25-000006 filed by DHJJ Financial Advisors, Ltd.
    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 35,165 shares
    Change vs previous 13F -934 shares

    0.57% of the 13F portfolio, value $1,588,207.

    13F-HR 0001844716-25-000003 filed by DHJJ Financial Advisors, Ltd.
    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 36,099 shares
    Change vs previous 13F -975 shares

    0.61% of the 13F portfolio, value $1,508,047.

    13F-HR 0001844716-25-000002 filed by DHJJ Financial Advisors, Ltd.
    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 37,074 shares
    Change vs previous 13F -8 shares

    0.62% of the 13F portfolio, value $1,590,538.

    13F-HR 0001844716-25-000001 filed by DHJJ Financial Advisors, Ltd.
    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 37,082 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $1,562,017.

    13F-HR 0001844716-24-000005 filed by DHJJ Financial Advisors, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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