Skip to content
Disclosery

VestGen Advisors, LLC: BSMS position timeline

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

VestGen Advisors, LLC held 82,798 BSMS shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 82,798 shares
    Change vs previous 13F -2,946 shares

    0.06% of the 13F portfolio, value $1,940,788.

    13F-HR 0002050130-26-000005 filed by VestGen 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 85,744 shares
    Change vs previous 13F -519 shares

    0.06% of the 13F portfolio, value $2,006,419.

    13F-HR 0002050130-26-000004 filed by VestGen 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 86,263 shares
    Change vs previous 13F -53,244 shares

    0.09% of the 13F portfolio, value $2,027,191.

    13F-HR 0002050130-26-000001 filed by VestGen 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 139,507 shares
    Change vs previous 13F -1,898 shares

    0.11% of the 13F portfolio, value $3,266,557.

    13F-HR 0002050130-25-000006 filed by VestGen 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 141,405 shares
    Change vs previous 13F +3,893 shares

    0.13% of the 13F portfolio, value $3,292,615.

    13F-HR 0002050130-25-000005 filed by VestGen 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 137,512 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $3,186,838.

    13F-HR 0002050130-25-000003 filed by VestGen Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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