CUSIP 09630D407EQUITY FUNDSQ3 2025
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
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4 funds hold this security · Q3 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Financial Gravity Asset Management, Inc. | 3.2K | $82.2K | +1.7K | Added |
| 2 | Vermillion Wealth Management, Inc. | 894 | $22.9K | +894 | New |
| 3 | Transce3nd, LLC | 507 | $19.5K | −208 | Reduced |
| 4 | Trust Co Of Vermont | 97 | $2.5K |
| +97 |
| New |