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POINCIANA ADVISORS GROUP, LLC: BSVO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of POINCIANA ADVISORS GROUP, LLC on BSVO, newest first. How the timeline and the estimate are built.

POINCIANA ADVISORS GROUP, LLC held 218,043 BSVO shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 218,043 shares
    Change vs previous 13F -27,223 shares

    5.38% of the 13F portfolio, value $7,245,561.

    13F-HR 0001725547-26-000256 filed by POINCIANA ADVISORS GROUP, 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 245,266 shares
    Change vs previous 13F -2,121 shares

    4.91% of the 13F portfolio, value $6,222,404.

    13F-HR 0001725547-26-000132 filed by POINCIANA ADVISORS GROUP, 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 247,387 shares
    Change vs previous 13F -11,428 shares

    4.55% of the 13F portfolio, value $5,764,122.

    13F-HR 0001725547-26-000072 filed by POINCIANA ADVISORS GROUP, 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 258,815 shares
    Change vs previous 13F -934 shares

    4.95% of the 13F portfolio, value $5,862,505.

    13F-HR 0001725547-25-004212 filed by POINCIANA ADVISORS GROUP, 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 259,749 shares
    Change vs previous 13F +66,735 shares

    4.77% of the 13F portfolio, value $5,293,692.

    13F-HR 0001725547-25-003468 filed by POINCIANA ADVISORS GROUP, 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 193,014 shares
    Change vs previous 13F -1,400 shares

    3.89% of the 13F portfolio, value $3,752,199.

    13F-HR 0001725547-25-001734 filed by POINCIANA ADVISORS GROUP, 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 194,414 shares
    Change vs previous 13F not available

    4.27% of the 13F portfolio, value $4,209,071.

    13F-HR 0001725547-25-000861 filed by POINCIANA ADVISORS GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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