BGS B & G FOODS INC NEW

Ownership history in COOPER/HAIMS ADVISORS, LLC  ·  32 quarters on record

AI Ownership Summary

COOPER/HAIMS ADVISORS, LLC reported B & G FOODS INC NEW (BGS) in 32 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 0.5% in 2023 Q3. The latest visible filing shows BGS at 0.16% 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 BGS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was COOPER/HAIMS ADVISORS, LLC's position in B & G FOODS INC NEW, 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
2025 Q4

BGS was reported at 0.16% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.5% in 2023 Q3

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

Time in book
Holding Window
2023 Q3 to 2025 Q4

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 COOPER/HAIMS ADVISORS, LLC held BGS — position size vs. price
% of Fund (quarterly)    BGS price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 83,976 -18,795 -18.3% 0.16% $361K 2026-02-14 (Est.) $5.23
2025 Q3 ADDED 102,771 +24,667 +31.6% 0.21% $455K 2025-11-04 $3.75
2025 Q2 UNCHANGED 78,104 0% 0.16% $330K 2025-08-12 $3.82
2025 Q1 UNCHANGED 78,104 0% 0.29% $537K 2025-05-09 $3.92
2024 Q4 UNCHANGED 78,104 0% 0.31% $538K 2025-02-13 $5.21
2024 Q3 ADDED 78,104 +12,948 +19.9% 0.38% $694K 2024-11-12 $5.39
2024 Q2 UNCHANGED 65,156 0% 0.30% $526K 2024-08-09 $6.70
2024 Q1 UNCHANGED 65,156 0% 0.43% $745K 2024-05-10 $6.36
2023 Q4 UNCHANGED 65,156 0% 0.39% $684K 2024-02-13 $7.48
2023 Q3 UNCHANGED 65,156 0% 0.50% $644K 2023-11-09 $6.72
22 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About COOPER/HAIMS ADVISORS, LLC and BGS

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

How long has COOPER/HAIMS ADVISORS, LLC reported owning BGS?

COOPER/HAIMS ADVISORS, LLC reported BGS across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported BGS position in COOPER/HAIMS ADVISORS, LLC's portfolio?

The largest reported portfolio weight for BGS was 0.50% in 2023 Q3.

What is the latest reported BGS position on this page?

The most recent filing on this page is 2025 Q4, when COOPER/HAIMS ADVISORS, LLC reported 83,976 shares, equal to 0.16% of portfolio, with an estimated market value of $361K.

What does the chart on this BGS ownership page compare?

The chart compares COOPER/HAIMS ADVISORS, LLC's quarterly BGS 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.

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