MilWealth Group LLC: BSV position timeline

MilWealth Group LLC held 262,722 BSV shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 262,722 shares

   Change vs previous 13F +19,510 shares

   4.37% of the 13F portfolio, value $20,468,654.

   13F-HR 0001972750-26-000005 filed by MilWealth Group LLC
   Filed 2026-08-03 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 243,212 shares

   Change vs previous 13F +6,340 shares

   4.54% of the 13F portfolio, value $19,070,235.

   13F-HR 0001972750-26-000004 filed by MilWealth Group LLC
   Filed 2026-05-01 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 236,872 shares

   Change vs previous 13F +8,836 shares

   4.44% of the 13F portfolio, value $18,667,904.

   13F-HR 0001972750-26-000001 filed by MilWealth Group LLC
   Filed 2026-02-02 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 228,036 shares

   Change vs previous 13F +6,840 shares

   4.39% of the 13F portfolio, value $17,994,296.

   13F-HR 0001972750-25-000008 filed by MilWealth Group LLC
   Filed 2025-11-03 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 221,196 shares

   Change vs previous 13F -1,803 shares

   4.48% of the 13F portfolio, value $17,408,136.

   13F-HR 0001972750-25-000006 filed by MilWealth Group LLC
   Filed 2025-08-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 222,999 shares

   Change vs previous 13F +3,589 shares

   4.81% of the 13F portfolio, value $17,456,350.

   13F-HR 0001972750-25-000004 filed by MilWealth Group LLC
   Filed 2025-05-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 219,410 shares

   Change vs previous 13F +4,245 shares

   4.63% of the 13F portfolio, value $16,953,848.

   13F-HR 0001972750-25-000002 filed by MilWealth Group LLC
   Filed 2025-01-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 215,165 shares

   Change vs previous 13F not available

   4.97% of the 13F portfolio, value $16,931,366.

   13F-HR 0001972750-24-000004 filed by MilWealth Group LLC
   Filed 2024-10-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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