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Disclosery

Stolper Co: BTZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Stolper Co on BTZ, newest first. How the timeline and the estimate are built.

Stolper Co held 87,774 BTZ shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 87,774 shares
    Change vs previous 13F +22,002 shares

    0.23% of the 13F portfolio, value $897,000.

    13F-HR 0001808195-26-000003 filed by Stolper Co
    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 65,772 shares
    Change vs previous 13F -16,307 shares

    0.16% of the 13F portfolio, value $567,000.

    13F-HR 0001808195-26-000002 filed by Stolper Co
    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 82,079 shares
    Change vs previous 13F +1,783 shares

    0.26% of the 13F portfolio, value $889,000.

    13F-HR 0001808195-26-000001 filed by Stolper Co
    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/A 80,296 shares
    Change vs previous 13F -197 shares

    0.27% of the 13F portfolio, value $887,000.

    13F-HR/A 0001808195-25-000011 filed by Stolper Co
    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 80,493 shares
    Change vs previous 13F +4,944 shares

    0.29% of the 13F portfolio, value $879,000.

    13F-HR 0001808195-25-000008 filed by Stolper Co
    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 75,549 shares
    Change vs previous 13F +947 shares

    0.27% of the 13F portfolio, value $810,000.

    13F-HR 0001808195-25-000006 filed by Stolper Co
    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 74,602 shares
    Change vs previous 13F -835 shares

    0.26% of the 13F portfolio, value $780,000.

    13F-HR 0001808195-25-000001 filed by Stolper Co
    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 75,437 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $851,000.

    13F-HR 0001808195-24-000010 filed by Stolper Co
    Filed (acceptance time not in the bulk data set), ingested

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