BFSG, LLC PDM — PIEDMONT OFFICE REALTY TR IN

Ownership history in BFSG, LLC  ·  11 quarters on record

AI Ownership Summary

BFSG, LLC reported PIEDMONT OFFICE REALTY TR IN (PDM) in 11 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.03% in 2023 Q4. The latest visible filing shows PDM at 0.02% 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 PDM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BFSG, LLC's position in PIEDMONT OFFICE REALTY TR IN, 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

PDM was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 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.

PDM stock page BFSG, LLC fund profile BFSG, LLC full holdings
How BFSG, LLC held PDM — position size vs. price
% of Fund (quarterly)    PDM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 25,811 +1,801 +7.5% 0.02% $170K 2026-04-29 $8.22
2025 Q4 ADDED — — — 24,010 +280 +1.2% 0.02% $200K 2026-01-22 $8.41
2025 Q3 REDUCED 6.5% -6.8% ✅ 23,730 -1,660 -6.5% 0.02% $214K 2025-10-29 $8.05
2025 Q2 REDUCED — — — 25,390 -50 -0.2% 0.02% $185K 2025-07-15 $7.45
2025 Q1 REDUCED — — — 25,440 -250 -1.0% 0.02% $187K 2025-04-18 $6.56
2024 Q4 REDUCED 7.7% -18.0% ✅ 25,690 -2,140 -7.7% 0.03% $235K 2025-01-31 $8.59
2024 Q3 REDUCED 9.1% -11.5% ✅ 27,830 -2,780 -9.1% 0.03% $281K 2024-10-16 $10.48
2024 Q2 REDUCED — — — 30,610 -1,500 -4.7% 0.03% $222K 2024-07-29 $8.21
2024 Q1 UNCHANGED — — — 32,110 — 0% 0.03% $226K 2024-04-23 $6.55
2023 Q4 ADDED — — — 32,110 +1,690 +5.6% 0.03% $228K 2024-02-02 $6.17
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding PDM

As of 2026 Q1 — sorted by position size

WILSEY ASSET MANAGEMENT INC 3Y 7Y 5.04% Nepsis Inc. 3Y 7Y 0.7% Inspire Investing, LLC 3Y 7Y 0.04% HARBOR CAPITAL ADVISORS, INC. 3Y 0.04% OVERSEA-CHINESE BANKING Corp Ltd 3Y 0.04% DGS Capital Management, LLC 3Y 0.02% Pflug Koory, LLC 3Y 7Y 0.01% Oak Thistle LLC 3Y 0.01% Ethic Inc. 3Y 0.01% NOVARE CAPITAL MANAGEMENT LLC 3Y 7Y 0.01%

FAQ About BFSG, LLC and PDM

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

How long has BFSG, LLC reported owning PDM?

BFSG, LLC reported PDM across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported PDM position in BFSG, LLC's portfolio?

The largest reported portfolio weight for PDM was 0.03% in 2023 Q4.

What is the latest reported PDM position on this page?

The most recent filing on this page is 2026 Q1, when BFSG, LLC reported 25,811 shares, equal to 0.02% of portfolio, with an estimated market value of $170K.

What does the chart on this PDM ownership page compare?

The chart compares BFSG, LLC's quarterly PDM 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 BFSG, LLC time their PDM position?

Based on 13F filing dates vs. subsequent PDM price moves, BFSG, LLC correctly timed 4 out of 9 reported position changes (44%). The annualised alpha on PDM relative to SPY over the holding period was +0.1%.

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