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Hershey Financial Advisers, LLC: BSV position timeline

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

Hershey Financial Advisers, LLC held 16,349 BSV 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 16,349 shares
    Change vs previous 13F -1,717 shares

    0.91% of the 13F portfolio, value $1,273,751.

    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 18,066 shares
    Change vs previous 13F +4,610 shares

    1.22% of the 13F portfolio, value $1,416,555.

    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 13,456 shares
    Change vs previous 13F -7,213 shares

    0.9% of the 13F portfolio, value $1,060,467.

    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 20,669 shares
    Change vs previous 13F -12,761 shares

    1.4% of the 13F portfolio, value $1,630,991.

    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 33,430 shares
    Change vs previous 13F +10,396 shares

    2.36% of the 13F portfolio, value $2,630,941.

    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).

  6. period ended2024-12-31
    13F 23,034 shares
    Change vs previous 13F not available

    1.57% of the 13F portfolio, value $1,779,837.

    13F-HR 0002034214-25-000001 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).