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Disclosery

Sagace Wealth Management LLC: BLV position timeline

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

Sagace Wealth Management LLC held 40,342 BLV shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,342 shares
    Change vs previous 13F -313 shares

    1.76% of the 13F portfolio, value $2,780,774.

    13F-HR 0002027449-26-000003 filed by Sagace 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 40,655 shares
    Change vs previous 13F -25,835 shares

    1.9% of the 13F portfolio, value $2,796,251.

    13F-HR 0002027449-26-000002 filed by Sagace 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 66,490 shares
    Change vs previous 13F +1,027 shares

    3.14% of the 13F portfolio, value $4,622,385.

    13F-HR 0002027449-26-000001 filed by Sagace 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 65,463 shares
    Change vs previous 13F +51,171 shares

    3.16% of the 13F portfolio, value $4,638,054.

    13F-HR 0002027449-25-000007 filed by Sagace 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 14,292 shares
    Change vs previous 13F -771 shares

    0.74% of the 13F portfolio, value $993,866.

    13F-HR 0002027449-25-000004 filed by Sagace 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 15,063 shares
    Change vs previous 13F -303 shares

    0.8% of the 13F portfolio, value $1,060,736.

    13F-HR 0002027449-25-000002 filed by Sagace 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 15,366 shares
    Change vs previous 13F -31,980 shares

    0.79% of the 13F portfolio, value $1,051,495.

    13F-HR 0002027449-25-000001 filed by Sagace 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 47,346 shares
    Change vs previous 13F not available

    2.66% of the 13F portfolio, value $3,436,846.

    13F-HR 0002027449-24-000002 filed by Sagace Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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