Position in BFS
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$12,217
+$6,482 QoQ
Shares Held
375
+123.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BFS Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026TWIN PEAKS WEALTH ADVISORS, LLC holds $231,925 across 1 REIT - Retail name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
1,037 | $231,925 |
All Filings in BFS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,217 | 375 | Shares | Sole | 2026-05-08 | |
| 2025-06-30 | $5,735 | 168 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||