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White Lighthouse Investment Management Inc.: BSV position timeline

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

White Lighthouse Investment Management Inc. held 124,748 BSV shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 124,748 shares
    Change vs previous 13F +4,369 shares

    1.21% of the 13F portfolio, value $9,719,106.

    13F-HR 0001727593-26-000007 filed by White Lighthouse Investment Management Inc.
    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 120,379 shares
    Change vs previous 13F +2,871 shares

    1.31% of the 13F portfolio, value $9,438,942.

    13F-HR 0001727593-26-000006 filed by White Lighthouse Investment Management Inc.
    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 117,508 shares
    Change vs previous 13F +3,162 shares

    1.29% of the 13F portfolio, value $9,260,774.

    13F-HR 0001727593-26-000005 filed by White Lighthouse Investment Management Inc.
    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 114,346 shares
    Change vs previous 13F +913 shares

    1.38% of the 13F portfolio, value $9,023,020.

    13F-HR 0001727593-25-000002 filed by White Lighthouse Investment Management Inc.
    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 113,433 shares
    Change vs previous 13F +4,089 shares

    1.45% of the 13F portfolio, value $8,927,168.

    13F-HR 0001085146-25-004334 filed by White Lighthouse Investment Management Inc.
    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 109,344 shares
    Change vs previous 13F -10,282 shares

    1.53% of the 13F portfolio, value $8,559,440.

    13F-HR 0001085146-25-002958 filed by White Lighthouse Investment Management Inc.
    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 119,626 shares
    Change vs previous 13F +4,809 shares

    1.62% of the 13F portfolio, value $9,243,465.

    13F-HR 0001085146-25-000747 filed by White Lighthouse Investment Management Inc.
    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 114,817 shares
    Change vs previous 13F not available

    1.62% of the 13F portfolio, value $9,034,975.

    13F-HR 0001085146-24-005238 filed by White Lighthouse Investment Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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