BEESE FULMER INVESTMENT MANAGEMENT, INC. BSBK BOGOTA FINL CORP COM

Ownership history in BEESE FULMER INVESTMENT MANAGEMENT, INC.  ·  25 quarters on record

AI Ownership Summary

BEESE FULMER INVESTMENT MANAGEMENT, INC. reported BOGOTA FINL CORP COM (BSBK) in 25 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.01% in 2024 Q1. The latest visible filing shows BSBK at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BSBK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BEESE FULMER INVESTMENT MANAGEMENT, INC.'s position in BOGOTA FINL CORP COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BSBK was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BEESE FULMER INVESTMENT MANAGEMENT, INC. held BSBK — position size vs. price
% of Fund (quarterly)    BSBK price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 15,350 0% 0.01% $130K 2026-04-16 $8.56
2025 Q4 UNCHANGED 15,350 0% 0.01% $130K 2026-02-05 $8.45
2025 Q3 UNCHANGED 15,350 0% 0.01% $140K 2025-11-13 $8.42
2025 Q2 UNCHANGED 15,350 0% 0.01% $120K 2025-08-07 $8.30
2025 Q1 UNCHANGED 15,350 0% 0.01% $118K 2025-04-08 $7.13
2024 Q4 UNCHANGED 15,350 0% 0.01% $115K 2025-01-28 $7.86
2024 Q3 REDUCED 7.3% -9.2% 15,350 -1,200 -7.3% 0.01% $127K 2024-10-22 $8.08
2024 Q2 REDUCED 15.3% +23.2% 16,550 -3,000 -15.3% 0.01% $111K 2024-07-03 $6.78
2024 Q1 UNCHANGED 19,550 0% 0.01% $138K 2024-04-08 $6.81
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About BEESE FULMER INVESTMENT MANAGEMENT, INC. and BSBK

These are the practical questions this page is built to answer before you even open the full history table.

How long has BEESE FULMER INVESTMENT MANAGEMENT, INC. reported owning BSBK?

BEESE FULMER INVESTMENT MANAGEMENT, INC. reported BSBK across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported BSBK position in BEESE FULMER INVESTMENT MANAGEMENT, INC.'s portfolio?

The largest reported portfolio weight for BSBK was 0.01% in 2024 Q1.

What is the latest reported BSBK position on this page?

The most recent filing on this page is 2026 Q1, when BEESE FULMER INVESTMENT MANAGEMENT, INC. reported 15,350 shares, equal to 0.01% of portfolio, with an estimated market value of $130K.

What does the chart on this BSBK ownership page compare?

The chart compares BEESE FULMER INVESTMENT MANAGEMENT, INC.'s quarterly BSBK portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did BEESE FULMER INVESTMENT MANAGEMENT, INC. time their BSBK position?

Based on 13F filing dates vs. subsequent BSBK price moves, BEESE FULMER INVESTMENT MANAGEMENT, INC. correctly timed 5 out of 9 reported position changes (56%). The annualised alpha on BSBK relative to SPY over the holding period was -14.9%.

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