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PFW Advisors LLC: BLV position timeline

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

PFW Advisors LLC held 104,271 BLV shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 104,271 shares
    Change vs previous 13F +4,472 shares

    1.94% of the 13F portfolio, value $6,540,920.

    13F-HR 0001989744-26-000005 filed by PFW Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 99,799 shares
    Change vs previous 13F +2,556 shares

    2.01% of the 13F portfolio, value $6,879,145.

    13F-HR 0001989744-26-000003 filed by PFW Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 97,243 shares
    Change vs previous 13F +1,954 shares

    2.1% of the 13F portfolio, value $6,688,374.

    13F-HR 0001989744-26-000002 filed by PFW Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 95,289 shares
    Change vs previous 13F +2,391 shares

    2% of the 13F portfolio, value $6,624,491.

    13F-HR 0001989744-26-000001 filed by PFW Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 92,898 shares
    Change vs previous 13F +1,384 shares

    1.95% of the 13F portfolio, value $6,581,823.

    13F-HR 0001989744-25-000005 filed by PFW Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 91,514 shares
    Change vs previous 13F -954 shares

    1.96% of the 13F portfolio, value $6,363,884.

    13F-HR 0001989744-25-000004 filed by PFW Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 92,468 shares
    Change vs previous 13F -1,799 shares

    2.04% of the 13F portfolio, value $6,511,597.

    13F-HR 0001989744-25-000002 filed by PFW Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 94,267 shares
    Change vs previous 13F not available

    1.98% of the 13F portfolio, value $6,450,691.

    13F-HR 0001989744-25-000001 filed by PFW Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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