Skip to content
Disclosery

Rockwood Wealth Management, LLC: BSV position timeline

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

Rockwood Wealth Management, LLC held 17,960 BSV shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,960 shares
    Change vs previous 13F +1,824 shares

    0.09% of the 13F portfolio, value $1,399,298.

    13F-HR 0002085853-26-000694 filed by Rockwood Wealth Management, 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 16,136 shares
    Change vs previous 13F -414 shares

    0.09% of the 13F portfolio, value $1,265,233.

    13F-HR 0002085853-26-000532 filed by Rockwood Wealth Management, 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 16,550 shares
    Change vs previous 13F -87 shares

    0.1% of the 13F portfolio, value $1,304,311.

    13F-HR 0002085853-26-000134 filed by Rockwood Wealth Management, 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 16,637 shares
    Change vs previous 13F +947 shares

    0.1% of the 13F portfolio, value $1,312,788.

    13F-HR 0002085853-25-000067 filed by Rockwood Wealth Management, 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 15,690 shares
    Change vs previous 13F -2,671 shares

    0.11% of the 13F portfolio, value $1,234,776.

    13F-HR 0001667731-25-000782 filed by Rockwood Wealth Management, 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 18,361 shares
    Change vs previous 13F -11,622 shares

    0.15% of the 13F portfolio, value $1,437,329.

    13F-HR 0001667731-25-000417 filed by Rockwood Wealth Management, 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 29,983 shares
    Change vs previous 13F -308,295 shares

    0.25% of the 13F portfolio, value $2,316,175.

    13F-HR 0001667731-25-000069 filed by Rockwood Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 338,278 shares
    Change vs previous 13F not available

    2.93% of the 13F portfolio, value $26,619,069.

    13F-HR 0001983670-24-000005 filed by Rockwood Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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