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SC&H Financial Advisors, Inc.: BSV position timeline

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

SC&H Financial Advisors, Inc. held 24,238 BSV shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 24,238 shares
    Change vs previous 13F +129 shares

    0.26% of the 13F portfolio, value $1,851,781.

    13F-HR 0001907898-26-000005 filed by SC&H Financial Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 24,109 shares
    Change vs previous 13F +127 shares

    0.25% of the 13F portfolio, value $1,878,300.

    13F-HR 0001907898-26-000004 filed by SC&H Financial 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 ended2026-03-31
    13F 23,982 shares
    Change vs previous 13F +101 shares

    0.28% of the 13F portfolio, value $1,880,415.

    13F-HR 0001907898-26-000002 filed by SC&H Financial 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 ended2025-12-31
    13F 23,881 shares
    Change vs previous 13F -1,367 shares

    0.29% of the 13F portfolio, value $1,882,088.

    13F-HR 0001085146-26-000096 filed by SC&H Financial 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 ended2025-09-30
    13F 25,248 shares
    Change vs previous 13F +221 shares

    0.32% of the 13F portfolio, value $1,992,352.

    13F-HR 0001907898-25-000003 filed by SC&H Financial 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 ended2025-06-30
    13F 25,027 shares
    Change vs previous 13F -457 shares

    0.34% of the 13F portfolio, value $1,969,654.

    13F-HR 0001085146-25-003920 filed by SC&H Financial 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 ended2025-03-31
    13F 25,484 shares
    Change vs previous 13F +678 shares

    0.39% of the 13F portfolio, value $1,994,849.

    13F-HR 0001085146-25-002250 filed by SC&H Financial 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 ended2024-12-31
    13F 24,806 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $1,916,781.

    13F-HR 0001085146-25-000543 filed by SC&H Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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