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Austin Asset Management Co Inc: BIV position timeline

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

Austin Asset Management Co Inc held 356,896 BIV shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 356,896 shares
    Change vs previous 13F +50,337 shares

    3.82% of the 13F portfolio, value $27,373,917.

    13F-HR 0001902024-26-000003 filed by Austin Asset Management Co Inc
    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 306,559 shares
    Change vs previous 13F +122,034 shares

    3.89% of the 13F portfolio, value $23,660,194.

    13F-HR 0001902024-26-000002 filed by Austin Asset Management Co Inc
    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 184,525 shares
    Change vs previous 13F +24,814 shares

    2.36% of the 13F portfolio, value $14,370,795.

    13F-HR 0001902024-26-000001 filed by Austin Asset Management Co Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 159,711 shares
    Change vs previous 13F -1,273 shares

    2.27% of the 13F portfolio, value $12,471,868.

    13F-HR 0001902024-25-000002 filed by Austin Asset Management Co Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 160,984 shares
    Change vs previous 13F +3,566 shares

    2.43% of the 13F portfolio, value $12,450,518.

    13F-HR 0001085146-25-004088 filed by Austin Asset Management Co Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 157,418 shares
    Change vs previous 13F +9,487 shares

    2.51% of the 13F portfolio, value $12,053,527.

    13F-HR 0001085146-25-002303 filed by Austin Asset Management Co Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 147,931 shares
    Change vs previous 13F +9,761 shares

    2.2% of the 13F portfolio, value $11,054,863.

    13F-HR 0001085146-25-000539 filed by Austin Asset Management Co Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 138,170 shares
    Change vs previous 13F not available

    2.11% of the 13F portfolio, value $10,828,415.

    13F-HR 0001085146-24-005309 filed by Austin Asset Management Co Inc
    Filed (acceptance time not in the bulk data set), ingested

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