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FIDELIS iM, LLC: BSV position timeline

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

FIDELIS iM, LLC held 33,432 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 33,432 shares
    Change vs previous 13F -22,052 shares

    0.89% of the 13F portfolio, value $2,604,657.

    13F-HR 0001894206-26-000003 filed by FIDELIS iM, 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 55,484 shares
    Change vs previous 13F -1,395 shares

    1.65% of the 13F portfolio, value $4,350,488.

    13F-HR 0001894206-26-000002 filed by FIDELIS iM, 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 56,879 shares
    Change vs previous 13F -10,752 shares

    1.74% of the 13F portfolio, value $4,482,623.

    13F-HR 0001894206-26-000001 filed by FIDELIS iM, 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 67,631 shares
    Change vs previous 13F -287 shares

    3.44% of the 13F portfolio, value $5,542,000.

    13F-HR 0001894206-25-000008 filed by FIDELIS iM, 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 67,918 shares
    Change vs previous 13F -10,203 shares

    2.38% of the 13F portfolio, value $5,345,192.

    13F-HR 0001894206-25-000005 filed by FIDELIS iM, 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 78,121 shares
    Change vs previous 13F +33,891 shares

    2.83% of the 13F portfolio, value $6,115,000.

    13F-HR 0001894206-25-000002 filed by FIDELIS iM, 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 44,230 shares
    Change vs previous 13F +589 shares

    1.68% of the 13F portfolio, value $3,417,000.

    13F-HR 0001894206-25-000001 filed by FIDELIS iM, 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 43,641 shares
    Change vs previous 13F not available

    1.56% of the 13F portfolio, value $3,434,000.

    13F-HR 0001894206-24-000006 filed by FIDELIS iM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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