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Squire Investment Management Company, LLC: BSVO position timeline

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

Squire Investment Management Company, LLC held 1,716,530 BSVO shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,716,530 shares
    Change vs previous 13F +9,321 shares

    12.06% of the 13F portfolio, value $50,104,990.

    13F-HR 0001725547-26-000255 filed by Squire Investment Management Company, 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 1,707,209 shares
    Change vs previous 13F +153,356 shares

    12.04% of the 13F portfolio, value $43,311,887.

    13F-HR 0001725547-26-000162 filed by Squire Investment Management Company, 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 1,553,853 shares
    Change vs previous 13F +87,358 shares

    10.96% of the 13F portfolio, value $36,204,770.

    13F-HR 0001725547-26-000038 filed by Squire Investment Management Company, 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 1,466,495 shares
    Change vs previous 13F +73,194 shares

    10.82% of the 13F portfolio, value $33,218,023.

    13F-HR 0001725547-25-004121 filed by Squire Investment Management Company, 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 1,393,301 shares
    Change vs previous 13F +261,404 shares

    10.46% of the 13F portfolio, value $28,395,479.

    13F-HR 0001725547-25-003446 filed by Squire Investment Management Company, 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 1,131,897 shares
    Change vs previous 13F +100,592 shares

    9.17% of the 13F portfolio, value $22,004,082.

    13F-HR 0001725547-25-002047 filed by Squire Investment Management Company, 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 1,031,305 shares
    Change vs previous 13F +136,094 shares

    9.82% of the 13F portfolio, value $22,327,758.

    13F-HR 0001725547-25-000229 filed by Squire Investment Management Company, 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 895,211 shares
    Change vs previous 13F not available

    9.4% of the 13F portfolio, value $19,775,207.

    13F-HR 0001725547-24-006095 filed by Squire Investment Management Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

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