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Disclosery

Evensky & Katz LLC: BSV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Evensky & Katz LLC on BSV, newest first. How the timeline and the estimate are built.

Evensky & Katz LLC held 49,579 BSV shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 49,579 shares
    Change vs previous 13F +6,701 shares

    0.2% of the 13F portfolio, value $3,863,000.

    13F-HR 0001357867-26-000008 filed by Evensky & Katz LLC
    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 42,878 shares
    Change vs previous 13F +3,106 shares

    0.19% of the 13F portfolio, value $3,362,000.

    13F-HR 0001357867-26-000006 filed by Evensky & Katz LLC
    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 39,772 shares
    Change vs previous 13F +1,933 shares

    0.18% of the 13F portfolio, value $3,134,000.

    13F-HR 0001357867-26-000003 filed by Evensky & Katz LLC
    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 37,839 shares
    Change vs previous 13F +1,867 shares

    0.17% of the 13F portfolio, value $2,986,000.

    13F-HR 0001357867-25-000011 filed by Evensky & Katz LLC
    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 35,972 shares
    Change vs previous 13F +2,005 shares

    0.17% of the 13F portfolio, value $2,831,000.

    13F-HR 0001357867-25-000005 filed by Evensky & Katz LLC
    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 33,967 shares
    Change vs previous 13F +14,853 shares

    0.18% of the 13F portfolio, value $2,659,000.

    13F-HR 0001357867-25-000004 filed by Evensky & Katz LLC
    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 19,114 shares
    Change vs previous 13F +3,536 shares

    0.1% of the 13F portfolio, value $1,477,000.

    13F-HR 0001357867-25-000003 filed by Evensky & Katz LLC
    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 15,578 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,226,000.

    13F-HR 0001357867-24-000006 filed by Evensky & Katz LLC
    Filed (acceptance time not in the bulk data set), ingested

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