RF&L WEALTH MANAGEMENT, LLC: BSVO position timeline

RF&L WEALTH MANAGEMENT, LLC held 41,776 BSVO shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 41,776 shares

   Change vs previous 13F -1,730 shares

   0.83% of the 13F portfolio, value $1,219,429.

   13F-HR 0001965915-26-000003 filed by RF&L WEALTH MANAGEMENT, LLC
   Filed 2026-07-22 (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).

2. period ended2026-03-31

   13F 43,506 shares

   Change vs previous 13F +4,865 shares

   0.83% of the 13F portfolio, value $1,103,747.

   13F-HR 0001965915-26-000002 filed by RF&L WEALTH MANAGEMENT, LLC
   Filed 2026-04-14 (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).

3. period ended2025-12-31

   13F 38,641 shares

   Change vs previous 13F +7,110 shares

   0.5% of the 13F portfolio, value $900,335.

   13F-HR 0001965915-26-000001 filed by RF&L WEALTH MANAGEMENT, LLC
   Filed 2026-01-09 (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).

4. period ended2025-09-30

   13F 31,531 shares

   Change vs previous 13F +7,945 shares

   0.42% of the 13F portfolio, value $714,218.

   13F-HR 0001965915-25-000008 filed by RF&L WEALTH MANAGEMENT, LLC
   Filed 2025-10-08 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 23,586 shares

   Change vs previous 13F not available

   0.31% of the 13F portfolio, value $480,683.

   13F-HR 0001965915-25-000006 filed by RF&L WEALTH MANAGEMENT, LLC
   Filed 2025-07-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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