BG Investment Services, LLC
All 13F Filings
- Location
- Hagatna, GU
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 112,228
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/5/2026 | 45 | 112,228 | 13F-HR | BG Investment Services, LLC |
| Q3 2025 | 10/31/2025 | 45 | 101,383 | 13F-HR | BG Investment Services, Inc. |
| Q2 2025 | 7/30/2025 | 41 | 80,001 | 13F-HR | BG Investment Services, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 59.96 K | 53.4% | 5.203 K | 0 | 5.203 K |
| ETFs | 51.78 K | 46.1% | 5.497 K | 0 | 5.497 K |
| Debt | 496 | 0.4% | 148 | 0 | 148 |
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Fund Snapshot
Q4 2025
Latest filed
2/5/2026
Total value ($000)
112,228
Holdings
45
QoQ value change ($000)
10,845
(10.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.