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Disclosery

MOTCO: BSV position timeline

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

MOTCO held 12,131 BSV shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,131 shares
    Change vs previous 13F -2,266 shares

    0.08% of the 13F portfolio, value $945,126.

    13F-HR 0001306333-26-000006 filed by MOTCO
    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 14,397 shares
    Change vs previous 13F -9,461 shares

    0.1% of the 13F portfolio, value $1,128,869.

    13F-HR 0001306333-26-000004 filed by MOTCO
    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 23,858 shares
    Change vs previous 13F +724 shares

    0.17% of the 13F portfolio, value $1,880,249.

    13F-HR 0001306333-26-000002 filed by MOTCO
    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 23,134 shares
    Change vs previous 13F -265 shares

    0.17% of the 13F portfolio, value $1,825,504.

    13F-HR 0001306333-25-000009 filed by MOTCO
    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 23,399 shares
    Change vs previous 13F +5,044 shares

    0.18% of the 13F portfolio, value $1,834,014.

    13F-HR 0001306333-25-000006 filed by MOTCO
    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 18,355 shares
    Change vs previous 13F +7,491 shares

    0.15% of the 13F portfolio, value $1,436,829.

    13F-HR 0001306333-25-000004 filed by MOTCO
    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 10,864 shares
    Change vs previous 13F -929 shares

    0.09% of the 13F portfolio, value $839,461.

    13F-HR 0001306333-25-000002 filed by MOTCO
    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 11,793 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $927,991.

    13F-HR 0001306333-24-000008 filed by MOTCO
    Filed (acceptance time not in the bulk data set), ingested

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