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Kaufman Rossin Wealth, LLC: BSVO position timeline

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

Kaufman Rossin Wealth, LLC held 1,408,620 BSVO shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,408,620 shares
    Change vs previous 13F +131,854 shares

    19.19% of the 13F portfolio, value $40,512,886.

    13F-HR 0001725547-26-000232 filed by Kaufman Rossin 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 1,276,766 shares
    Change vs previous 13F +36,042 shares

    18.57% of the 13F portfolio, value $32,391,543.

    13F-HR 0001725547-26-000143 filed by Kaufman Rossin 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 1,240,724 shares
    Change vs previous 13F -8,978 shares

    15.05% of the 13F portfolio, value $28,908,860.

    13F-HR 0001725547-26-000021 filed by Kaufman Rossin 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 1,249,702 shares
    Change vs previous 13F +81,269 shares

    15.5% of the 13F portfolio, value $28,307,370.

    13F-HR 0001725547-25-004113 filed by Kaufman Rossin 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 1,168,433 shares
    Change vs previous 13F +168,728 shares

    15.07% of the 13F portfolio, value $23,812,663.

    13F-HR 0001725547-25-003408 filed by Kaufman Rossin 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 999,705 shares
    Change vs previous 13F -519 shares

    13.89% of the 13F portfolio, value $19,434,273.

    13F-HR 0001725547-25-002245 filed by Kaufman Rossin 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 1,000,224 shares
    Change vs previous 13F not available

    22.29% of the 13F portfolio, value $21,654,859.

    13F-HR 0001725547-25-000164 filed by Kaufman Rossin Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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