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Bedell Frazier Investment Counselling, LLC: IVOO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bedell Frazier Investment Counselling, LLC on IVOO, newest first. How the timeline and the estimate are built.

Bedell Frazier Investment Counselling, LLC held 3,499 IVOO shares at 2026-03-31 per its 13F-HR filed 2026-05-15.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 3,499 shares
    Change vs previous 13F +76 shares

    0.08% of the 13F portfolio, value $400,006.

    13F-HR 0001172661-26-002262 filed by Bedell Frazier Investment Counselling, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 3,423 shares
    Change vs previous 13F -22,800 shares

    0.07% of the 13F portfolio, value $382,692.

    13F-HR 0001172661-26-000843 filed by Bedell Frazier Investment Counselling, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 26,223 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $2,894,495.

    13F-HR 0001172661-25-004709 filed by Bedell Frazier Investment Counselling, LLC
    Filed (acceptance time not in the bulk data set), ingested

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