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Successful Portfolios LLC: BSV position timeline

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

Successful Portfolios LLC held 125,544 BSV 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 125,544 shares
    Change vs previous 13F +5,083 shares

    4.41% of the 13F portfolio, value $9,572,439.

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

  2. period ended2026-06-30
    13F 120,461 shares
    Change vs previous 13F +11,135 shares

    4.37% of the 13F portfolio, value $9,348,725.

    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 109,326 shares
    Change vs previous 13F +10,073 shares

    4.72% of the 13F portfolio, value $8,569,998.

    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 99,253 shares
    Change vs previous 13F +21,366 shares

    3.98% of the 13F portfolio, value $7,820,162.

    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 77,887 shares
    Change vs previous 13F +11,963 shares

    3.59% of the 13F portfolio, value $6,146,026.

    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 65,924 shares
    Change vs previous 13F +5,594 shares

    3.19% of the 13F portfolio, value $5,188,181.

    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 60,330 shares
    Change vs previous 13F +6,970 shares

    3.21% of the 13F portfolio, value $4,722,647.

    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 53,360 shares
    Change vs previous 13F not available

    2.76% of the 13F portfolio, value $4,123,150.

    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).