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TOBIAS FINANCIAL ADVISORS, INC.: BSV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TOBIAS FINANCIAL ADVISORS, INC. on BSV, newest first. How the timeline and the estimate are built.

TOBIAS FINANCIAL ADVISORS, INC. held 566,494 BSV shares at 2026-06-30 per its 13F-HR/A filed 2026-08-25.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 566,494 shares
    Change vs previous 13F +23,027 shares

    5.61% of the 13F portfolio, value $44,135,542.

    13F-HR/A 0001172661-26-004020 filed by TOBIAS FINANCIAL ADVISORS, 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 543,467 shares
    Change vs previous 13F +37,773 shares

    5.93% of the 13F portfolio, value $42,613,242.

    13F-HR 0001172661-26-001774 filed by TOBIAS FINANCIAL ADVISORS, 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 505,694 shares
    Change vs previous 13F +17,210 shares

    5.63% of the 13F portfolio, value $39,853,707.

    13F-HR 0001172661-26-000762 filed by TOBIAS FINANCIAL ADVISORS, 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 488,484 shares
    Change vs previous 13F +18,465 shares

    5.86% of the 13F portfolio, value $38,546,259.

    13F-HR 0001172661-25-004533 filed by TOBIAS FINANCIAL ADVISORS, 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 470,019 shares
    Change vs previous 13F +25,967 shares

    6.33% of the 13F portfolio, value $36,990,495.

    13F-HR 0001172661-25-003109 filed by TOBIAS FINANCIAL ADVISORS, 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 444,052 shares
    Change vs previous 13F +437,344 shares

    6.75% of the 13F portfolio, value $34,760,424.

    13F-HR 0001172661-25-002269 filed by TOBIAS FINANCIAL ADVISORS, 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 6,708 shares
    Change vs previous 13F +51 shares

    0.1% of the 13F portfolio, value $518,322.

    13F-HR 0001172661-25-000818 filed by TOBIAS FINANCIAL ADVISORS, 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 6,657 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $523,861.

    13F-HR 0001172661-24-004412 filed by TOBIAS FINANCIAL ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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