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McNaughton Wealth Management, LLC: BSV position timeline

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

McNaughton Wealth Management, LLC held 51,108 BSV 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 51,108 shares
    Change vs previous 13F +1,952 shares

    1.36% of the 13F portfolio, value $3,904,651.

    13F-HR 0001085146-26-000835 filed by McNaughton Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 49,156 shares
    Change vs previous 13F +4,134 shares

    1.36% of the 13F portfolio, value $3,829,744.

    13F-HR 0001802691-26-000004 filed by McNaughton Wealth Management, 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 45,022 shares
    Change vs previous 13F +3,300 shares

    1.46% of the 13F portfolio, value $3,530,175.

    13F-HR 0001802691-26-000002 filed by McNaughton Wealth Management, 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 41,722 shares
    Change vs previous 13F +346 shares

    1.35% of the 13F portfolio, value $3,288,111.

    13F-HR 0001802691-26-000001 filed by McNaughton Wealth Management, 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 41,376 shares
    Change vs previous 13F +2,624 shares

    1.38% of the 13F portfolio, value $3,264,980.

    13F-HR 0001085146-25-005827 filed by McNaughton Wealth Management, 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 38,752 shares
    Change vs previous 13F +1,208 shares

    1.36% of the 13F portfolio, value $3,049,782.

    13F-HR 0001085146-25-004023 filed by McNaughton Wealth Management, 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 37,544 shares
    Change vs previous 13F -53,428 shares

    1.43% of the 13F portfolio, value $2,938,944.

    13F-HR 0001085146-25-001950 filed by McNaughton Wealth Management, 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 90,972 shares
    Change vs previous 13F not available

    3.39% of the 13F portfolio, value $7,029,404.

    13F-HR 0001085146-25-000158 filed by McNaughton Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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