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Ledgewood Wealth Advisors, LLC: BSCQ position timeline

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

Ledgewood Wealth Advisors, LLC held 298,366 BSCQ shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 298,366 shares
    Change vs previous 13F -19,373 shares

    3.21% of the 13F portfolio, value $5,824,111.

    13F-HR 0001085146-26-000845 filed by Ledgewood Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 317,739 shares
    Change vs previous 13F -12,787 shares

    3.29% of the 13F portfolio, value $6,203,846.

    13F-HR 0002064043-26-000003 filed by Ledgewood Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 330,526 shares
    Change vs previous 13F +14,996 shares

    3.63% of the 13F portfolio, value $6,455,163.

    13F-HR 0002064043-26-000002 filed by Ledgewood Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 315,530 shares
    Change vs previous 13F +37,018 shares

    3.56% of the 13F portfolio, value $6,176,494.

    13F-HR 0002064043-26-000001 filed by Ledgewood Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 278,512 shares
    Change vs previous 13F -22,639 shares

    3.22% of the 13F portfolio, value $5,447,699.

    13F-HR 0002064043-25-000001 filed by Ledgewood Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 301,151 shares
    Change vs previous 13F +167 shares

    3.7% of the 13F portfolio, value $5,878,461.

    13F-HR 0001085146-25-003977 filed by Ledgewood Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 300,984 shares
    Change vs previous 13F +4,827 shares

    3.78% of the 13F portfolio, value $5,863,159.

    13F-HR 0001085146-25-002369 filed by Ledgewood Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 296,157 shares
    Change vs previous 13F not available

    3.71% of the 13F portfolio, value $5,754,329.

    13F-HR 0001085146-25-002010 filed by Ledgewood Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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