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Disclosery

TFC Financial Management, Inc.: BSV position timeline

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

TFC Financial Management, Inc. held 85,616 BSV shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 85,616 shares
    Change vs previous 13F -23,332 shares

    0.74% of the 13F portfolio, value $6,670,336.

    13F-HR 0001398344-26-012512 filed by TFC Financial Management, 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 108,948 shares
    Change vs previous 13F +2,641 shares

    1.05% of the 13F portfolio, value $8,542,619.

    13F-HR 0001398344-26-006946 filed by TFC Financial Management, 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 106,307 shares
    Change vs previous 13F +3,170 shares

    1.05% of the 13F portfolio, value $8,378,023.

    13F-HR 0001398344-26-001127 filed by TFC Financial Management, 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 103,137 shares
    Change vs previous 13F -1,396 shares

    1.04% of the 13F portfolio, value $8,138,515.

    13F-HR 0001398344-25-019713 filed by TFC Financial Management, 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 104,533 shares
    Change vs previous 13F +276 shares

    1.13% of the 13F portfolio, value $8,226,758.

    13F-HR 0001398344-25-013951 filed by TFC Financial Management, 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 104,257 shares
    Change vs previous 13F +2,367 shares

    1.25% of the 13F portfolio, value $8,161,211.

    13F-HR 0001398344-25-007601 filed by TFC Financial Management, 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 101,890 shares
    Change vs previous 13F -487 shares

    1.25% of the 13F portfolio, value $7,873,006.

    13F-HR 0001398344-25-001389 filed by TFC Financial Management, 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 102,377 shares
    Change vs previous 13F not available

    1.27% of the 13F portfolio, value $8,056,021.

    13F-HR 0001398344-24-019371 filed by TFC Financial Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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