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Manager record

Bfsg, Llc

Irvine, CA · CIK 1706836 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$1.14BReported 13F valueQ3 2026 · as filed
919Holdings listed
+1.3%vs prior quartervalue change includes market moves
6Quarters on record
Oct 30Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $893.9M$893.9MQ2 2025672 holdingsQ3 2025: $1.0B$1.0BQ3 2025705 holdingsQ4 2025: $1.0B$1.0BQ4 2025719 holdingsQ1 2026: $1.1B$1.1BQ1 2026751 holdingsQ2 2026: $1.1B$1.1BQ2 2026769 holdingsQ3 2026: $1.1B$1.1BQ3 2026919 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 30 2026 13F-HR · period Q3 2026

$1.14B · 919 holdings listed · View original SEC filing ↗
Jul 20 2026 13F-HR · period Q2 2026

$1.13B · 769 holdings listed · View original SEC filing ↗
Apr 29 2026 13F-HR · period Q1 2026

$1.06B · 751 holdings listed · View original SEC filing ↗
Jan 22 2026 13F-HR · period Q4 2025

$1.03B · 719 holdings listed · View original SEC filing ↗
Oct 29 2025 13F-HR · period Q3 2025

$1.03B · 705 holdings listed · View original SEC filing ↗
Jul 15 2025 13F-HR · period Q2 2025

$893.94M · 672 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 30, 2026 · Change methodology