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Ledgewood Wealth Advisors, LLC: BSCT position timeline

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

Ledgewood Wealth Advisors, LLC held 380,738 BSCT 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 380,738 shares
    Change vs previous 13F -23,720 shares

    3.82% of the 13F portfolio, value $6,929,435.

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

  2. period ended2026-06-30
    13F 404,458 shares
    Change vs previous 13F +37,950 shares

    3.99% of the 13F portfolio, value $7,512,800.

    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 366,508 shares
    Change vs previous 13F +48,989 shares

    3.85% of the 13F portfolio, value $6,839,180.

    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 317,519 shares
    Change vs previous 13F +90,712 shares

    3.44% of the 13F portfolio, value $5,980,463.

    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 226,807 shares
    Change vs previous 13F +13,946 shares

    2.52% of the 13F portfolio, value $4,266,240.

    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 212,861 shares
    Change vs previous 13F +1,359 shares

    2.51% of the 13F portfolio, value $3,980,499.

    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 211,502 shares
    Change vs previous 13F +9,509 shares

    2.53% of the 13F portfolio, value $3,919,131.

    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 201,993 shares
    Change vs previous 13F not available

    2.39% of the 13F portfolio, value $3,704,543.

    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).