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Hillcrest Wealth Advisors - NY, LLC: BSV position timeline

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

Hillcrest Wealth Advisors - NY, LLC held 10,440 BSV shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,440 shares
    Change vs previous 13F +66 shares

    0.29% of the 13F portfolio, value $813,380.

    13F-HR 0001214659-26-008732 filed by Hillcrest Wealth Advisors - NY, 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 10,374 shares
    Change vs previous 13F 0 shares

    0.33% of the 13F portfolio, value $813,425.

    13F-HR 0001214659-26-005142 filed by Hillcrest Wealth Advisors - NY, 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 10,374 shares
    Change vs previous 13F -500 shares

    0.35% of the 13F portfolio, value $817,575.

    13F-HR 0001214659-26-000335 filed by Hillcrest Wealth Advisors - NY, 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 10,874 shares
    Change vs previous 13F -1,600 shares

    0.39% of the 13F portfolio, value $858,067.

    13F-HR 0001214659-25-015074 filed by Hillcrest Wealth Advisors - NY, 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 12,474 shares
    Change vs previous 13F -1,000 shares

    0.46% of the 13F portfolio, value $981,704.

    13F-HR 0001214659-25-010741 filed by Hillcrest Wealth Advisors - NY, 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 13,474 shares
    Change vs previous 13F -3,550 shares

    0.52% of the 13F portfolio, value $1,054,745.

    13F-HR 0001214659-25-006208 filed by Hillcrest Wealth Advisors - NY, 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 17,024 shares
    Change vs previous 13F -550 shares

    0.63% of the 13F portfolio, value $1,315,444.

    13F-HR 0001214659-25-000974 filed by Hillcrest Wealth Advisors - NY, 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 17,574 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $1,382,898.

    13F-HR 0001214659-24-017621 filed by Hillcrest Wealth Advisors - NY, LLC
    Filed (acceptance time not in the bulk data set), ingested

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