Pearl Planning LLC: BSV position timeline

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

Pearl Planning LLC held 46,281 BSV shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

period ended2026-06-30
13F 46,281 shares
Change vs previous 13F +6,730 shares
1.66% of the 13F portfolio, value $3,605,745.
13F-HR 0002100519-26-000004 filed by Pearl Planning LLC
Filed 2026-07-21 (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).
period ended2026-03-31
13F 39,551 shares
Change vs previous 13F +6,773 shares
1.66% of the 13F portfolio, value $3,101,202.
13F-HR 0002100519-26-000003 filed by Pearl Planning LLC
Filed 2026-04-30 (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).
period ended2025-12-31
13F 32,778 shares
Change vs previous 13F not available
1.58% of the 13F portfolio, value $2,583,223.
13F-HR 0002100519-26-000001 filed by Pearl Planning LLC
Filed 2026-02-03 (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).