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Ledgewood Wealth Advisors, LLC: BSCU position timeline

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

Ledgewood Wealth Advisors, LLC held 261,015 BSCU 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 261,015 shares
    Change vs previous 13F -66,497 shares

    2.32% of the 13F portfolio, value $4,212,789.

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

  2. period ended2026-06-30
    13F 327,512 shares
    Change vs previous 13F +37,794 shares

    2.89% of the 13F portfolio, value $5,451,435.

    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 289,718 shares
    Change vs previous 13F +36,055 shares

    2.73% of the 13F portfolio, value $4,843,820.

    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 253,663 shares
    Change vs previous 13F +83,480 shares

    2.47% of the 13F portfolio, value $4,291,976.

    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 170,183 shares
    Change vs previous 13F +45,154 shares

    1.7% of the 13F portfolio, value $2,876,092.

    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 125,029 shares
    Change vs previous 13F +863 shares

    1.32% of the 13F portfolio, value $2,097,991.

    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 124,166 shares
    Change vs previous 13F +43,488 shares

    1.33% of the 13F portfolio, value $2,059,908.

    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 80,678 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $1,320,706.

    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).