FirstPurpose Wealth LLC

SEC CIK: 0001913420
Latest filing: Apr 23, 2024

SEC filings (opens in a new tab)

BSY holding history

Bentley Systems Inc in every 13F filed by FirstPurpose Wealth LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BSY overview All 13F holders of BSY Full Q1 2024 holdings

Shares (Q1 2024): 4,872
Value: $242.8K
% of portfolio: 0.1%
Quarters held: 4; Since Q2 2023

Holdings of BSY by FirstPurpose Wealth LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2024	4,872	$242.8K	0.1%	−117−2.3%	Reduced	Holders
Q4 2023	4,989	$260.3K	0.1%	+177+3.7%	Added	Holders
Q3 2023	4,812	$241.4K	0.1%	+83+1.8%	Added	Holders
Q2 2023	4,729	$256.5K	0.1%	+4,729	New	Holders