BG Investment Services, LLC
All 13F Filings
- Location
- Hagatna, GU
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 120,485
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 5/8/2026 | 48 | 120,485 | 13F-HR | BG Investment Services, LLC |
| 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 | 42.86 K | 35.6% | 0 | 17.1 K | -17.1 K |
| ETFs | 77.08 K | 64.0% | 25.3 K | 0 | 25.3 K |
| Debt | 547 | 0.5% | 51 | 0 | 51 |
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Fund Snapshot
Q1 2026
Latest filed
5/8/2026
Total value ($000)
120,485
Holdings
48
QoQ value change ($000)
8,257
(7.4%)
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.