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Hershey Financial Advisers, LLC: BLV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Hershey Financial Advisers, LLC on BLV, newest first. How the timeline and the estimate are built.

Hershey Financial Advisers, LLC held 12,864 BLV shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,864 shares
    Change vs previous 13F -1,260 shares

    0.64% of the 13F portfolio, value $886,716.

    13F-HR 0002034214-26-000003 filed by Hershey Financial Advisers, 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 14,124 shares
    Change vs previous 13F -3,330 shares

    0.84% of the 13F portfolio, value $971,449.

    13F-HR 0002034214-26-000002 filed by Hershey Financial Advisers, 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 17,454 shares
    Change vs previous 13F -2,746 shares

    1.03% of the 13F portfolio, value $1,213,402.

    13F-HR 0002034214-26-000001 filed by Hershey Financial Advisers, 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 20,200 shares
    Change vs previous 13F +7,792 shares

    1.23% of the 13F portfolio, value $1,431,170.

    13F-HR 0002034214-25-000004 filed by Hershey Financial Advisers, 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 12,408 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $862,852.

    13F-HR 0002034214-25-000003 filed by Hershey Financial Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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