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Leeward Financial Partners, LLC: BSV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Leeward Financial Partners, LLC on BSV, newest first. How the timeline and the estimate are built.

Leeward Financial Partners, LLC held 41,220 BSV shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,220 shares
    Change vs previous 13F +3,443 shares

    0.84% of the 13F portfolio, value $3,211,450.

    13F-HR 0001941040-26-000521 filed by Leeward Financial Partners, 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 37,777 shares
    Change vs previous 13F -430 shares

    0.88% of the 13F portfolio, value $2,962,110.

    13F-HR 0001941040-26-000234 filed by Leeward Financial Partners, 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 38,207 shares
    Change vs previous 13F +324 shares

    0.85% of the 13F portfolio, value $3,011,109.

    13F-HR 0001941040-26-000083 filed by Leeward Financial Partners, 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 37,883 shares
    Change vs previous 13F +1,174 shares

    0.85% of the 13F portfolio, value $2,989,363.

    13F-HR 0001941040-25-000643 filed by Leeward Financial Partners, 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 36,709 shares
    Change vs previous 13F +5,185 shares

    0.92% of the 13F portfolio, value $2,889,013.

    13F-HR 0001941040-25-000411 filed by Leeward Financial Partners, 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 31,524 shares
    Change vs previous 13F +2,769 shares

    0.92% of the 13F portfolio, value $2,467,714.

    13F-HR 0001941040-25-000275 filed by Leeward Financial Partners, 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 28,755 shares
    Change vs previous 13F +2,196 shares

    0.79% of the 13F portfolio, value $2,221,913.

    13F-HR 0001941040-25-000141 filed by Leeward Financial Partners, 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 26,559 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $2,089,940.

    13F-HR 0001941040-24-000452 filed by Leeward Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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