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Disclosery

Fidato Wealth LLC: BSV position timeline

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

Fidato Wealth LLC held 148,686 BSV shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 148,686 shares
    Change vs previous 13F +7,326 shares

    6.77% of the 13F portfolio, value $11,584,135.

    13F-HR 0001172661-26-003019 filed by Fidato Wealth 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 141,360 shares
    Change vs previous 13F +3,674 shares

    7.2% of the 13F portfolio, value $11,084,060.

    13F-HR 0001711360-26-000003 filed by Fidato Wealth 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 137,686 shares
    Change vs previous 13F +7,721 shares

    6.93% of the 13F portfolio, value $10,851,022.

    13F-HR 0001711360-26-000001 filed by Fidato Wealth 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 129,965 shares
    Change vs previous 13F +6,821 shares

    6.74% of the 13F portfolio, value $10,255,544.

    13F-HR 0001711360-25-000007 filed by Fidato Wealth 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 123,144 shares
    Change vs previous 13F +4,413 shares

    6.93% of the 13F portfolio, value $9,691,421.

    13F-HR 0001711360-25-000004 filed by Fidato Wealth 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 118,731 shares
    Change vs previous 13F +1,557 shares

    7.11% of the 13F portfolio, value $9,294,225.

    13F-HR 0001711360-25-000003 filed by Fidato Wealth 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 117,174 shares
    Change vs previous 13F +7,245 shares

    6.79% of the 13F portfolio, value $9,054,061.

    13F-HR 0001711360-25-000001 filed by Fidato Wealth 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 109,929 shares
    Change vs previous 13F not available

    6.95% of the 13F portfolio, value $8,650,337.

    13F-HR 0001711360-24-000006 filed by Fidato Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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