Skip to content
Disclosery

Accredited Wealth Management, LLC: BIV position timeline

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

Accredited Wealth Management, LLC held 35,262 BIV shares at 2025-09-30 per its 13F-HR filed 2025-11-12.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 35,262 shares
    Change vs previous 13F +33,527 shares

    0.1% of the 13F portfolio, value $135,487.

    13F-HR 0002056519-25-000008 filed by Accredited 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 ended2025-06-30
    13F 1,735 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $134,185.

    13F-HR 0002056519-25-000007 filed by Accredited 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 ended2025-03-31
    13F 1,735 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $132,849.

    13F-HR 0002056519-25-000003 filed by Accredited Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 1,735 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $129,657.

    13F-HR 0002056315-25-000003 filed by Accredited Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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