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Bay Harbor Wealth Management, LLC: BIV position timeline

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

Bay Harbor Wealth Management, LLC held 89,217 BIV shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 89,217 shares
    Change vs previous 13F +649 shares

    1.58% of the 13F portfolio, value $6,842,944.

    13F-HR 0001437749-26-024588 filed by Bay Harbor 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 88,568 shares
    Change vs previous 13F +4,653 shares

    1.77% of the 13F portfolio, value $6,835,678.

    13F-HR 0001437749-26-012214 filed by Bay Harbor 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 83,915 shares
    Change vs previous 13F -1,200 shares

    1.71% of the 13F portfolio, value $6,535,300.

    13F-HR 0001437749-26-002665 filed by Bay Harbor 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 ended2025-09-30
    13F 85,115 shares
    Change vs previous 13F +450 shares

    1.8% of the 13F portfolio, value $6,646,630.

    13F-HR 0001437749-25-030755 filed by Bay Harbor Wealth Management, LLC
    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 84,665 shares
    Change vs previous 13F -1,221 shares

    1.9% of the 13F portfolio, value $6,547,991.

    13F-HR 0001437749-25-023183 filed by Bay Harbor Wealth Management, LLC
    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 85,886 shares
    Change vs previous 13F +4,892 shares

    2.08% of the 13F portfolio, value $6,576,291.

    13F-HR 0001437749-25-016075 filed by Bay Harbor Wealth Management, LLC
    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 80,994 shares
    Change vs previous 13F -1,070 shares

    1.96% of the 13F portfolio, value $6,052,681.

    13F-HR 0001437749-25-001885 filed by Bay Harbor Wealth Management, LLC
    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 82,064 shares
    Change vs previous 13F not available

    2.1% of the 13F portfolio, value $6,431,355.

    13F-HR 0001437749-24-031991 filed by Bay Harbor Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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