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Disclosery

Neumann Capital Management, LLC: BSV position timeline

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

Neumann Capital Management, LLC held 60,699 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 60,699 shares
    Change vs previous 13F -919 shares

    3.13% of the 13F portfolio, value $4,729,059.

    13F-HR 0001754960-26-000475 filed by Neumann Capital Management, 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 61,618 shares
    Change vs previous 13F +4,156 shares

    1.42% of the 13F portfolio, value $4,831,467.

    13F-HR 0001754960-26-000229 filed by Neumann Capital 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 ended2025-12-31
    13F 57,462 shares
    Change vs previous 13F -888 shares

    1.31% of the 13F portfolio, value $4,528,580.

    13F-HR 0001754960-26-000059 filed by Neumann Capital 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 ended2025-09-30
    13F 58,350 shares
    Change vs previous 13F +1,100 shares

    1.35% of the 13F portfolio, value $4,604,399.

    13F-HR 0001754960-25-000678 filed by Neumann Capital 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 ended2025-06-30
    13F 57,250 shares
    Change vs previous 13F +500 shares

    1.42% of the 13F portfolio, value $4,505,575.

    13F-HR 0001754960-25-000413 filed by Neumann Capital 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 ended2025-03-31
    13F 56,750 shares
    Change vs previous 13F -7,879 shares

    1.54% of the 13F portfolio, value $4,442,390.

    13F-HR 0001754960-25-000201 filed by Neumann Capital 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 ended2024-12-31
    13F 64,629 shares
    Change vs previous 13F -10,400 shares

    1.66% of the 13F portfolio, value $4,993,890.

    13F-HR 0001754960-25-000048 filed by Neumann Capital 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 ended2024-09-30
    13F 75,029 shares
    Change vs previous 13F not available

    1.96% of the 13F portfolio, value $5,904,039.

    13F-HR 0001172661-24-004478 filed by Neumann Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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