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49 WEALTH MANAGEMENT, LLC: BIV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 49 WEALTH MANAGEMENT, LLC on BIV, newest first. How the timeline and the estimate are built.

49 WEALTH MANAGEMENT, LLC held 128,358 BIV shares at 2026-06-30 per its 13F-HR/A filed 2026-08-18.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 128,358 shares
    Change vs previous 13F -560,174 shares

    1.88% of the 13F portfolio, value $9,845,033.

    13F-HR/A 0001104659-26-098355 filed by 49 WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 688,532 shares
    Change vs previous 13F +366,967 shares

    3.98% of the 13F portfolio, value $53,140,896.

    13F-HR 0001104659-26-059918 filed by 49 WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 321,565 shares
    Change vs previous 13F not available

    2.04% of the 13F portfolio, value $25,043,449.

    13F-HR 0001104659-26-010120 filed by 49 WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).