Skip to content
Disclosery

VestGen Investment Management: BSV position timeline

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

VestGen Investment Management held 8,883 BSV shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,883 shares
    Change vs previous 13F -241 shares

    0.37% of the 13F portfolio, value $692,075.

    13F-HR 0001511739-26-000003 filed by VestGen Investment Management
    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 9,124 shares
    Change vs previous 13F -2,334 shares

    0.39% of the 13F portfolio, value $715,413.

    13F-HR 0001511739-26-000002 filed by VestGen Investment Management
    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 11,458 shares
    Change vs previous 13F -610 shares

    0.5% of the 13F portfolio, value $903,005.

    13F-HR 0001511739-26-000001 filed by VestGen Investment Management
    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 12,068 shares
    Change vs previous 13F +456 shares

    0.57% of the 13F portfolio, value $952,286.

    13F-HR 0001511739-25-000007 filed by VestGen Investment Management
    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 11,612 shares
    Change vs previous 13F -1,194 shares

    0.66% of the 13F portfolio, value $913,864.

    13F-HR 0001511739-25-000005 filed by VestGen Investment Management
    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 12,806 shares
    Change vs previous 13F -40,925 shares

    0.76% of the 13F portfolio, value $1,002,454.

    13F-HR 0001511739-25-000004 filed by VestGen Investment Management
    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 53,731 shares
    Change vs previous 13F -47 shares

    1.13% of the 13F portfolio, value $4,151,794.

    13F-HR 0001511739-25-000001 filed by VestGen Investment Management
    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 53,778 shares
    Change vs previous 13F not available

    1.19% of the 13F portfolio, value $4,231,791.

    13F-HR 0001511739-24-000004 filed by VestGen Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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