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Successful Portfolios LLC: BTX position timeline

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

Successful Portfolios LLC held 15,174 BTX 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 15,174 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $140,863.

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

  2. period ended2026-06-30
    13F 15,174 shares
    Change vs previous 13F -101 shares

    0.06% of the 13F portfolio, value $130,904.

    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 15,275 shares
    Change vs previous 13F -200 shares

    0.05% of the 13F portfolio, value $97,072.

    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 15,475 shares
    Change vs previous 13F +100 shares

    0.05% of the 13F portfolio, value $105,230.

    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 15,375 shares
    Change vs previous 13F +1,810 shares

    0.06% of the 13F portfolio, value $103,013.

    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 13,565 shares
    Change vs previous 13F -25 shares

    0.06% of the 13F portfolio, value $99,567.

    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 13,590 shares
    Change vs previous 13F -1,000 shares

    0.06% of the 13F portfolio, value $85,073.

    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 14,590 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $108,550.

    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).