Successful Portfolios LLC
CIK
0001721780
City
CLEARWATER
State / Country
FL
Holdings in BGY
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $151,133 | 25,703 | Shares | Sole | 2026-01-23 |
| 2025-09-30 | $148,746 | 25,869 | Shares | Sole | 2025-10-15 |
| 2025-06-30 | $159,659 | 27,575 | Shares | Sole | 2025-07-21 |
| 2025-03-31 | $154,813 | 27,596 | Shares | Sole | 2025-04-11 |
| 2024-12-31 | $146,534 | 27,596 | Shares | Sole | 2025-01-16 |
| 2024-09-30 | $167,712 | 28,916 | Shares | Sole | 2024-10-09 |
| 2024-06-30 | $166,624 | 29,861 | Shares | Sole | 2024-07-12 |
| 2024-03-31 | $163,195 | 29,511 | Shares | Sole | 2024-04-18 |
| 2023-12-31 | $163,375 | 31,001 | Shares | Sole | 2024-01-18 |
| 2023-09-30 | $163,676 | 32,801 | Shares | Sole | 2023-10-11 |
| 2023-06-30 | $178,611 | 32,833 | Shares | Sole | 2023-07-20 |
| 2023-03-31 | $177,498 | 32,870 | Shares | Sole | 2023-04-24 |
| 2022-12-31 | $165,122 | 32,893 | Shares | Sole | 2023-01-27 |
| 2022-09-30 | $147,179 | 32,926 | Shares | Sole | 2022-10-12 |
| 2022-06-30 | $166,701 | 32,945 | Shares | Sole | 2022-07-22 |
| 2022-03-31 | $189,560 | 32,967 | Shares | Sole | 2022-04-21 |
| 2021-12-31 | $207,032 | 32,967 | Shares | Sole | 2022-01-26 |
| 2021-09-30 | $202,747 | 32,967 | Shares | Sole | 2021-10-14 |
| 2021-06-30 | $215,933 | 32,967 | Shares | Sole | 2021-07-23 |
| 2021-03-31 | $200,109 | 32,967 | Shares | Sole | 2021-04-20 |
| 2020-12-31 | $193,516 | 32,967 | Shares | Sole | 2021-02-02 |
| 2020-09-30 | $173,736 | 32,967 | Shares | Sole | 2020-10-13 |
| 2020-06-30 | $169,450 | 32,967 | Shares | Sole | 2020-07-13 |
| 2020-03-31 | $151,524 | 33,672 | Shares | Sole | 2020-04-23 |