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True Link Financial Advisors, LLC: BSV position timeline

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

True Link Financial Advisors, LLC held 2,608,375 BSV shares at 2026-06-30 per its 13F-HR/A filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 2,608,375 shares
    Change vs previous 13F +125,888 shares

    11.75% of the 13F portfolio, value $203,218,492.

    13F-HR/A 0001846236-26-000006 filed by True Link Financial Advisors, 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/A 2,482,487 shares
    Change vs previous 13F +92,921 shares

    12.02% of the 13F portfolio, value $194,651,801.

    13F-HR/A 0001846236-26-000003 filed by True Link Financial Advisors, 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 2,389,566 shares
    Change vs previous 13F +150,940 shares

    11.44% of the 13F portfolio, value $188,321,692.

    13F-HR 0001846236-26-000001 filed by True Link Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 2,238,626 shares
    Change vs previous 13F +134,154 shares

    11.37% of the 13F portfolio, value $176,649,973.

    13F-HR 0001846236-25-000009 filed by True Link Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 2,104,472 shares
    Change vs previous 13F +67,033 shares

    11.43% of the 13F portfolio, value $165,621,942.

    13F-HR 0001846236-25-000006 filed by True Link Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 2,037,439 shares
    Change vs previous 13F +237,676 shares

    11.9% of the 13F portfolio, value $159,490,720.

    13F-HR 0001846236-25-000002 filed by True Link Financial Advisors, LLC
    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 1,799,763 shares
    Change vs previous 13F -233,189 shares

    11.67% of the 13F portfolio, value $139,067,683.

    13F-HR 0001846236-25-000001 filed by True Link Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 2,032,952 shares
    Change vs previous 13F not available

    13.58% of the 13F portfolio, value $159,972,988.

    13F-HR 0001846236-24-000006 filed by True Link Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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