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WEALTHEDGE INVESTMENT ADVISORS, LLC: BFS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WEALTHEDGE INVESTMENT ADVISORS, LLC on BFS, newest first. How the timeline and the estimate are built.

WEALTHEDGE INVESTMENT ADVISORS, LLC held 6,785 BFS shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,785 shares
    Change vs previous 13F -35,174 shares

    0.09% of the 13F portfolio, value $253,691.

    13F-HR 0002058455-26-000003 filed by WEALTHEDGE INVESTMENT 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 41,959 shares
    Change vs previous 13F -9,781 shares

    0.5% of the 13F portfolio, value $1,367,024.

    13F-HR 0002058455-26-000002 filed by WEALTHEDGE INVESTMENT 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 51,740 shares
    Change vs previous 13F -6,820 shares

    0.6% of the 13F portfolio, value $1,631,362.

    13F-HR 0002058455-26-000001 filed by WEALTHEDGE INVESTMENT 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 58,560 shares
    Change vs previous 13F +20,803 shares

    0.71% of the 13F portfolio, value $1,866,307.

    13F-HR 0002058455-25-000003 filed by WEALTHEDGE INVESTMENT 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 37,757 shares
    Change vs previous 13F +25,007 shares

    0.54% of the 13F portfolio, value $1,289,024.

    13F-HR 0001085146-25-004997 filed by WEALTHEDGE INVESTMENT 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 12,750 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $459,893.

    13F-HR 0001085146-25-003040 filed by WEALTHEDGE INVESTMENT ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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