SATOVSKY ASSET MANAGEMENT LLC: BWZ position timeline

SATOVSKY ASSET MANAGEMENT LLC held 20,335 BWZ shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 20,335 shares

   Change vs previous 13F +108 shares

   0.09% of the 13F portfolio, value $543,955.

   13F-HR 0001214659-26-010046 filed by SATOVSKY ASSET MANAGEMENT LLC
   Filed 2026-08-13 (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 20,227 shares

   Change vs previous 13F +65 shares

   0.1% of the 13F portfolio, value $544,523.

   13F-HR 0001214659-26-006186 filed by SATOVSKY ASSET MANAGEMENT LLC
   Filed 2026-05-14 (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 20,162 shares

   Change vs previous 13F +135 shares

   0.11% of the 13F portfolio, value $552,648.

   13F-HR 0001214659-26-001692 filed by SATOVSKY ASSET MANAGEMENT LLC
   Filed 2026-02-13 (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 20,027 shares

   Change vs previous 13F +107 shares

   0.11% of the 13F portfolio, value $557,146.

   13F-HR 0001214659-25-016556 filed by SATOVSKY ASSET MANAGEMENT LLC
   Filed 2025-11-14 (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 19,920 shares

   Change vs previous 13F not available

   0.12% of the 13F portfolio, value $559,154.

   13F-HR 0001214659-25-011960 filed by SATOVSKY ASSET MANAGEMENT LLC
   Filed 2025-08-13 (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).