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Rochester Wealth Strategies, LLC: BLV position timeline

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

Rochester Wealth Strategies, LLC held 81,407 BLV 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 81,407 shares
    Change vs previous 13F -7,841 shares

    3.11% of the 13F portfolio, value $5,611,407.

    13F-HR 0001958456-26-000004 filed by Rochester Wealth Strategies, 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 89,248 shares
    Change vs previous 13F +9,900 shares

    3.72% of the 13F portfolio, value $6,138,471.

    13F-HR 0001958456-26-000003 filed by Rochester Wealth Strategies, 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 79,348 shares
    Change vs previous 13F +5,147 shares

    3.46% of the 13F portfolio, value $5,516,254.

    13F-HR 0001958456-26-000002 filed by Rochester Wealth Strategies, 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 74,201 shares
    Change vs previous 13F +13,383 shares

    3.44% of the 13F portfolio, value $5,257,153.

    13F-HR 0001958456-25-000005 filed by Rochester Wealth Strategies, 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 60,818 shares
    Change vs previous 13F -13,470 shares

    3.03% of the 13F portfolio, value $4,229,271.

    13F-HR 0001958456-25-000003 filed by Rochester Wealth Strategies, 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 74,288 shares
    Change vs previous 13F not available

    4.15% of the 13F portfolio, value $5,231,352.

    13F-HR 0001958456-25-000002 filed by Rochester Wealth Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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