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Disclosery

Somerset Group LLC: BX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Somerset Group LLC on BX, newest first. How the timeline and the estimate are built.

Somerset Group LLC held 25,450 BX shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,450 shares
    Change vs previous 13F +176 shares

    2.2% of the 13F portfolio, value $3,132,641.

    13F-HR 0001062993-26-004218 filed by Somerset Group 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 25,274 shares
    Change vs previous 13F +670 shares

    2.42% of the 13F portfolio, value $3,262,368.

    13F-HR 0001062993-26-002574 filed by Somerset Group 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 24,604 shares
    Change vs previous 13F +249 shares

    2.85% of the 13F portfolio, value $3,778,929.

    13F-HR 0001062993-26-000866 filed by Somerset Group 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 24,355 shares
    Change vs previous 13F -121 shares

    3.3% of the 13F portfolio, value $4,161,052.

    13F-HR 0001062993-25-016598 filed by Somerset Group 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 24,476 shares
    Change vs previous 13F +608 shares

    3.1% of the 13F portfolio, value $3,661,120.

    13F-HR 0001062993-25-014021 filed by Somerset Group 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 23,868 shares
    Change vs previous 13F +1,110 shares

    3.04% of the 13F portfolio, value $3,336,269.

    13F-HR 0001062993-25-009219 filed by Somerset Group 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 22,758 shares
    Change vs previous 13F -439 shares

    3.59% of the 13F portfolio, value $3,923,934.

    13F-HR 0001062993-25-002057 filed by Somerset Group 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 23,197 shares
    Change vs previous 13F not available

    3.28% of the 13F portfolio, value $3,552,157.

    13F-HR 0001062993-24-018885 filed by Somerset Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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