Todd Wealth Management, LLC: BST position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Todd Wealth Management, LLC on BST, newest first. How the timeline and the estimate are built.
Todd Wealth Management, LLC held 156,020 BST shares at 2026-06-30 per its 13F-HR filed 2026-10-07.
the latest 13F is the newest step
- period ended2026-06-3013F 156,020 sharesChange vs previous 13F +3,979 shares
6% of the 13F portfolio, value $7,911,774.
13F-HR 0002157683-26-000006 filed by Todd Wealth Management, LLC
Accepted , ingested - period ended2026-03-3113F 152,041 sharesChange vs previous 13F +6,780 shares
5.03% of the 13F portfolio, value $5,526,690.
13F-HR 0002157683-26-000005 filed by Todd Wealth Management, LLC
Accepted , ingested - period ended2025-12-3113F 145,261 sharesChange vs previous 13F not available
5.33% of the 13F portfolio, value $5,888,881.
13F-HR 0002157683-26-000004 filed by Todd Wealth Management, LLC
Accepted , ingested