Austin Private Wealth, LLC: BIV position timeline

Austin Private Wealth, LLC held 6,868 BIV shares at 2025-12-31 per its 13F-HR filed 2026-01-20.

the latest 13F is the newest step

1. period ended2025-12-31

   13F 6,868 shares

   Change vs previous 13F -18,498 shares

   0.04% of the 13F portfolio, value $534,880.

   13F-HR 0001172661-26-000230 filed by Austin Private Wealth, LLC
   Filed 2026-01-20 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

2. period ended2025-09-30

   13F 25,366 shares

   Change vs previous 13F -12,055 shares

   0.15% of the 13F portfolio, value $1,980,831.

   13F-HR 0001172661-25-004325 filed by Austin Private Wealth, LLC
   Filed 2025-10-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

3. period ended2025-06-30

   13F 37,421 shares

   Change vs previous 13F -99,267 shares

   0.23% of the 13F portfolio, value $2,894,140.

   13F-HR 0001172661-25-002847 filed by Austin Private Wealth, LLC
   Filed 2025-08-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

4. period ended2025-03-31

   13F 136,688 shares

   Change vs previous 13F -183,024 shares

   0.94% of the 13F portfolio, value $10,466,181.

   13F-HR 0001172661-25-001646 filed by Austin Private Wealth, LLC
   Filed 2025-05-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

5. period ended2024-12-31

   13F 319,712 shares

   Change vs previous 13F -38,391 shares

   2.24% of the 13F portfolio, value $23,892,059.

   13F-HR 0001172661-25-000335 filed by Austin Private Wealth, LLC
   Filed 2025-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

6. period ended2024-09-30

   13F 358,103 shares

   Change vs previous 13F -6,877 shares

   2.75% of the 13F portfolio, value $28,064,532.

   13F-HR 0001172661-24-004415 filed by Austin Private Wealth, LLC
   Filed 2024-10-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

7. period ended2024-06-30

   13F/A 364,980 shares

   Change vs previous 13F -6,952 shares

   2.94% of the 13F portfolio, value $27,333,352.

   13F-HR/A 0001085146-24-003037 filed by Austin Private Wealth, LLC
   Filed 2024-07-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

8. period ended2024-03-31

   13F 371,932 shares

   Change vs previous 13F not available

   3.19% of the 13F portfolio, value $27,757,285.

   13F-HR 0001085146-24-001782 filed by Austin Private Wealth, LLC
   Filed 2024-04-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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