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Stephenson & Company, Inc.: BSV position timeline

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

Stephenson & Company, Inc. held 245,951 BSV 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 245,951 shares
    Change vs previous 13F +3,724 shares

    8.98% of the 13F portfolio, value $19,162,069.

    13F-HR 0001172661-26-002880 filed by Stephenson & Company, 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 242,227 shares
    Change vs previous 13F +9,965 shares

    10.3% of the 13F portfolio, value $18,993,058.

    13F-HR 0001172661-26-001723 filed by Stephenson & Company, 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 232,262 shares
    Change vs previous 13F +18,700 shares

    10.05% of the 13F portfolio, value $18,304,595.

    13F-HR 0001172661-26-000330 filed by Stephenson & Company, 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 213,562 shares
    Change vs previous 13F -2,347 shares

    9.68% of the 13F portfolio, value $16,852,177.

    13F-HR 0001172661-25-004338 filed by Stephenson & Company, 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 215,909 shares
    Change vs previous 13F +16,321 shares

    10.32% of the 13F portfolio, value $16,992,038.

    13F-HR 0001172661-25-002974 filed by Stephenson & Company, 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 199,588 shares
    Change vs previous 13F +2,375 shares

    10.15% of the 13F portfolio, value $15,623,749.

    13F-HR 0001172661-25-001602 filed by Stephenson & Company, 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 197,213 shares
    Change vs previous 13F +13,392 shares

    10.26% of the 13F portfolio, value $15,238,649.

    13F-HR 0001172661-25-000339 filed by Stephenson & Company, 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 183,821 shares
    Change vs previous 13F not available

    9.79% of the 13F portfolio, value $14,464,874.

    13F-HR 0001172661-24-004367 filed by Stephenson & Company, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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