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Disclosery

Partners in Financial Planning: BSV position timeline

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

Partners in Financial Planning held 488,983 BSV shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 488,983 shares
    Change vs previous 13F +11,609 shares

    5.78% of the 13F portfolio, value $38,096,699.

    13F-HR 0002054264-26-000004 filed by Partners in Financial Planning
    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 477,374 shares
    Change vs previous 13F +11,945 shares

    6.21% of the 13F portfolio, value $37,430,882.

    13F-HR 0002054264-26-000002 filed by Partners in Financial Planning
    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 465,429 shares
    Change vs previous 13F +8,265 shares

    6.21% of the 13F portfolio, value $36,680,489.

    13F-HR 0002054264-26-000001 filed by Partners in Financial Planning
    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 457,164 shares
    Change vs previous 13F +8,300 shares

    6.24% of the 13F portfolio, value $36,074,823.

    13F-HR 0002054264-25-000023 filed by Partners in Financial Planning
    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 448,864 shares
    Change vs previous 13F +16,715 shares

    6.51% of the 13F portfolio, value $35,325,628.

    13F-HR 0002054264-25-000021 filed by Partners in Financial Planning
    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 432,149 shares
    Change vs previous 13F +11,916 shares

    6.8% of the 13F portfolio, value $33,828,636.

    13F-HR 0002054264-25-000011 filed by Partners in Financial Planning
    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 420,233 shares
    Change vs previous 13F +5,945 shares

    6.62% of the 13F portfolio, value $32,471,400.

    13F-HR 0002054264-25-000002 filed by Partners in Financial Planning
    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 414,288 shares
    Change vs previous 13F not available

    6.58% of the 13F portfolio, value $32,600,256.

    13F-HR 0002054264-25-000003 filed by Partners in Financial Planning
    Filed (acceptance time not in the bulk data set), ingested

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