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Successful Portfolios LLC: BP position timeline

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

Successful Portfolios LLC held 4,910 BP shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 4,910 shares
    Change vs previous 13F -1,562 shares

    0.1% of the 13F portfolio, value $219,133.

    13F-HR 0001085146-26-000857 filed by Successful Portfolios LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 6,472 shares
    Change vs previous 13F +13 shares

    0.12% of the 13F portfolio, value $251,285.

    13F-HR 0001721780-26-000005 filed by Successful Portfolios LLC
    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 6,459 shares
    Change vs previous 13F -2,966 shares

    0.17% of the 13F portfolio, value $305,424.

    13F-HR 0001721780-26-000002 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 9,425 shares
    Change vs previous 13F +46 shares

    0.16% of the 13F portfolio, value $323,190.

    13F-HR 0001721780-26-000001 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 9,379 shares
    Change vs previous 13F -55 shares

    0.19% of the 13F portfolio, value $323,209.

    13F-HR 0001721780-25-000002 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 9,434 shares
    Change vs previous 13F +50 shares

    0.17% of the 13F portfolio, value $282,345.

    13F-HR 0001085146-25-003992 filed by Successful Portfolios LLC
    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 9,384 shares
    Change vs previous 13F +43 shares

    0.22% of the 13F portfolio, value $317,096.

    13F-HR 0001085146-25-002063 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 9,341 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $276,123.

    13F-HR 0001085146-25-000241 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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