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Martel Wealth Advisors LLC: BSV position timeline

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

Martel Wealth Advisors LLC held 996,458 BSV shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 996,458 shares
    Change vs previous 13F +58,179 shares

    12.21% of the 13F portfolio, value $77,634,040.

    13F-HR 0001214659-26-008472 filed by Martel Wealth Advisors 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 938,279 shares
    Change vs previous 13F +53,940 shares

    12.52% of the 13F portfolio, value $73,570,435.

    13F-HR 0001214659-26-005396 filed by Martel 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 ended2025-12-31
    13F 884,339 shares
    Change vs previous 13F +44,415 shares

    11.9% of the 13F portfolio, value $69,694,731.

    13F-HR 0001214659-26-000683 filed by Martel 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 ended2025-09-30
    13F 839,924 shares
    Change vs previous 13F +43,392 shares

    11.61% of the 13F portfolio, value $66,278,419.

    13F-HR 0001214659-25-014927 filed by Martel 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 ended2025-06-30
    13F 796,532 shares
    Change vs previous 13F +15,702 shares

    11.62% of the 13F portfolio, value $62,687,105.

    13F-HR 0001214659-25-010550 filed by Martel 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 ended2025-03-31
    13F 780,830 shares
    Change vs previous 13F +13,368 shares

    12.18% of the 13F portfolio, value $61,123,359.

    13F-HR 0001214659-25-005989 filed by Martel 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 ended2024-12-31
    13F 767,462 shares
    Change vs previous 13F +58,261 shares

    11.58% of the 13F portfolio, value $59,301,806.

    13F-HR 0001214659-25-000821 filed by Martel 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 ended2024-09-30
    13F 709,201 shares
    Change vs previous 13F not available

    11.32% of the 13F portfolio, value $55,346,019.

    13F-HR 0001214659-24-017366 filed by Martel Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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