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Disclosery

Vishria Bird Financial Group, LLC: BP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Vishria Bird Financial Group, LLC on BP, newest first. How the timeline and the estimate are built.

Vishria Bird Financial Group, LLC held 0 BP shares at 2025-06-30 per its 13F-HR filed 2025-07-07.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -139,242 shares

    13F-HR 0002063364-25-000097 filed by Vishria Bird Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 139,242 shares
    Change vs previous 13F -6,074 shares

    1.6% of the 13F portfolio, value $4,704,987.

    13F-HR 0002063364-25-000047 filed by Vishria Bird Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 145,316 shares
    Change vs previous 13F -595 shares

    1.51% of the 13F portfolio, value $4,296,000.

    13F-HR 0001746438-25-000003 filed by Vishria Bird Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 145,911 shares
    Change vs previous 13F -376 shares

    1.74% of the 13F portfolio, value $4,580,000.

    13F-HR 0001746438-24-000008 filed by Vishria Bird Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 146,287 shares
    Change vs previous 13F -1,261 shares

    2.22% of the 13F portfolio, value $5,281,000.

    13F-HR 0001746438-24-000005 filed by Vishria Bird Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 147,548 shares
    Change vs previous 13F +576 shares

    2.38% of the 13F portfolio, value $5,560,000.

    13F-HR 0001746438-24-000003 filed by Vishria Bird Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 146,972 shares
    Change vs previous 13F not available

    2.46% of the 13F portfolio, value $5,203,000.

    13F-HR 0001746438-24-000001 filed by Vishria Bird Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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