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Torrey-Payne Wealth Management, LLC: BSV position timeline

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

Torrey-Payne Wealth Management, LLC held 145,726 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 145,726 shares
    Change vs previous 13F +6,660 shares

    9.34% of the 13F portfolio, value $11,353,513.

    13F-HR 0002112151-26-000003 filed by Torrey-Payne Wealth Management, LLC
    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 139,066 shares
    Change vs previous 13F +1,530 shares

    10% of the 13F portfolio, value $10,904,165.

    13F-HR 0002112151-26-000002 filed by Torrey-Payne Wealth Management, LLC
    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 137,536 shares
    Change vs previous 13F not available

    9.71% of the 13F portfolio, value $10,840,588.

    13F-HR 0002112151-26-000001 filed by Torrey-Payne Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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