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Safir Wealth Advisors, LLC: BSV position timeline

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

Safir Wealth Advisors, LLC held 213,718 BSV shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 213,718 shares
    Change vs previous 13F +14,555 shares

    10.82% of the 13F portfolio, value $16,650,749.

    13F-HR 0001951757-26-000966 filed by Safir Wealth Advisors, 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 199,163 shares
    Change vs previous 13F +775 shares

    11.29% of the 13F portfolio, value $15,616,351.

    13F-HR 0001951757-26-000554 filed by Safir Wealth 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 ended2025-12-31
    13F 198,388 shares
    Change vs previous 13F +6,909 shares

    10.96% of the 13F portfolio, value $15,634,967.

    13F-HR 0001951757-26-000011 filed by Safir Wealth 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 ended2025-09-30
    13F 191,479 shares
    Change vs previous 13F +323 shares

    10.67% of the 13F portfolio, value $15,109,617.

    13F-HR 0001951757-25-001214 filed by Safir Wealth 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 ended2025-06-30
    13F 191,156 shares
    Change vs previous 13F +3,420 shares

    11.04% of the 13F portfolio, value $15,043,978.

    13F-HR 0001951757-25-000908 filed by Safir Wealth 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 ended2025-03-31
    13F 187,736 shares
    Change vs previous 13F +11,574 shares

    11.66% of the 13F portfolio, value $14,695,975.

    13F-HR 0001951757-25-000313 filed by Safir Wealth 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 ended2024-12-31
    13F 176,162 shares
    Change vs previous 13F +3,230 shares

    10.5% of the 13F portfolio, value $13,612,025.

    13F-HR 0001951757-25-000045 filed by Safir Wealth 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 ended2024-09-30
    13F 172,932 shares
    Change vs previous 13F not available

    10.46% of the 13F portfolio, value $13,608,006.

    13F-HR 0001951757-24-000994 filed by Safir Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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