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Wiser Wealth Management, Inc: BSV position timeline

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

Wiser Wealth Management, Inc held 250,382 BSV shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 250,382 shares
    Change vs previous 13F +6,914 shares

    3.73% of the 13F portfolio, value $19,507,286.

    13F-HR 0001573263-26-000004 filed by Wiser Wealth 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 243,468 shares
    Change vs previous 13F +16,112 shares

    4.12% of the 13F portfolio, value $19,090,318.

    13F-HR 0001573263-26-000003 filed by Wiser Wealth 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 227,356 shares
    Change vs previous 13F +8,296 shares

    3.98% of the 13F portfolio, value $17,917,894.

    13F-HR 0001573263-26-000001 filed by Wiser Wealth 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 219,060 shares
    Change vs previous 13F +17,385 shares

    3.95% of the 13F portfolio, value $17,286,055.

    13F-HR 0001573263-25-000007 filed by Wiser Wealth 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 201,675 shares
    Change vs previous 13F +3,361 shares

    3.97% of the 13F portfolio, value $15,871,800.

    13F-HR 0001573263-25-000005 filed by Wiser Wealth 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 198,314 shares
    Change vs previous 13F +8,305 shares

    4.36% of the 13F portfolio, value $15,523,989.

    13F-HR 0001573263-25-000004 filed by Wiser Wealth 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 190,009 shares
    Change vs previous 13F +7,720 shares

    4.12% of the 13F portfolio, value $14,681,964.

    13F-HR 0001573263-25-000002 filed by Wiser Wealth 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 182,289 shares
    Change vs previous 13F not available

    4.11% of the 13F portfolio, value $14,344,340.

    13F-HR 0001573263-24-000006 filed by Wiser Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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