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Savvy Advisors, Inc.: BSV position timeline

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

Savvy Advisors, Inc. held 480,920 BSV 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 480,920 shares
    Change vs previous 13F +40,119 shares

    0.8% of the 13F portfolio, value $37,468,511.

    13F-HR 0002003633-26-000004 filed by Savvy Advisors, Inc.
    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 440,801 shares
    Change vs previous 13F +44,356 shares

    0.93% of the 13F portfolio, value $34,563,217.

    13F-HR 0002003633-26-000003 filed by Savvy Advisors, Inc.
    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 396,445 shares
    Change vs previous 13F +4,451 shares

    1.01% of the 13F portfolio, value $31,243,869.

    13F-HR 0002003633-26-000001 filed by Savvy Advisors, Inc.
    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 391,994 shares
    Change vs previous 13F +349,191 shares

    1.42% of the 13F portfolio, value $30,932,243.

    13F-HR 0002003633-25-000008 filed by Savvy Advisors, Inc.
    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 42,803 shares
    Change vs previous 13F +9,756 shares

    0.22% of the 13F portfolio, value $3,368,562.

    13F-HR 0002003633-25-000005 filed by Savvy Advisors, Inc.
    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 33,047 shares
    Change vs previous 13F +9,909 shares

    0.26% of the 13F portfolio, value $2,586,939.

    13F-HR 0002003633-25-000004 filed by Savvy Advisors, Inc.
    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 23,138 shares
    Change vs previous 13F -82 shares

    0.22% of the 13F portfolio, value $1,787,843.

    13F-HR 0002003633-25-000002 filed by Savvy Advisors, Inc.
    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 23,220 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $1,827,201.

    13F-HR 0002003633-24-000005 filed by Savvy Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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