BFST β€” BUSINESS FIRST BANCSHARES IN

Ownership history in Hartmann Taylor Wealth Management, LLC  Β·  5 quarters on record

AI Ownership Summary

Hartmann Taylor Wealth Management, LLC reported BUSINESS FIRST BANCSHARES IN (BFST) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.73% in 2025 Q1. The latest visible filing shows BFST at 0.33% 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.

What this BFST ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Hartmann Taylor Wealth Management, LLC's position in BUSINESS FIRST BANCSHARES 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

BFST was reported at 0.33% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.73% in 2025 Q1

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

Time in book
Holding Window
2025 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 Hartmann Taylor Wealth Management, LLC held BFST β€” position size vs. price
% of Fund (quarterly)    BFST price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 18,506 -10,000 -35.1% 0.33% $500K 2026-04-22 $28.21
2025 Q4 UNCHANGED 28,506 β€” 0% 0.50% $745K 2026-01-15 $27.18
2025 Q3 UNCHANGED 28,506 β€” 0% 0.48% $673K 2025-10-20 $22.91
2025 Q2 REDUCED 28,506 -5,000 -14.9% 0.59% $703K 2025-07-15 $25.08
2025 Q1 INITIATED 33,506 β€” β€” 0.73% $816K 2025-04-24 $23.11

FAQ About Hartmann Taylor Wealth Management, LLC and BFST

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

How long has Hartmann Taylor Wealth Management, LLC reported owning BFST?

Hartmann Taylor Wealth Management, LLC reported BFST across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported BFST position in Hartmann Taylor Wealth Management, LLC's portfolio?

The largest reported portfolio weight for BFST was 0.73% in 2025 Q1.

What is the latest reported BFST position on this page?

The most recent filing on this page is 2026 Q1, when Hartmann Taylor Wealth Management, LLC reported 18,506 shares, equal to 0.33% of portfolio, with an estimated market value of $500K.

What does the chart on this BFST ownership page compare?

The chart compares Hartmann Taylor Wealth Management, LLC's quarterly BFST 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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