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Disclosery

Bernardo Wealth Planning LLC: BIV position timeline

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

Bernardo Wealth Planning LLC held 184,804 BIV shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 184,804 shares
    Change vs previous 13F +10,920 shares

    2.42% of the 13F portfolio, value $14,174,482.

    13F-HR 0001765595-26-000003 filed by Bernardo Wealth Planning 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 173,884 shares
    Change vs previous 13F +55,469 shares

    2.63% of the 13F portfolio, value $13,420,376.

    13F-HR 0001765595-26-000002 filed by Bernardo Wealth Planning 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 118,415 shares
    Change vs previous 13F +2,047 shares

    1.76% of the 13F portfolio, value $9,222,155.

    13F-HR 0001765595-26-000001 filed by Bernardo Wealth Planning 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 116,368 shares
    Change vs previous 13F +37,365 shares

    1.78% of the 13F portfolio, value $9,087,152.

    13F-HR 0001765595-25-000007 filed by Bernardo Wealth Planning 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 79,003 shares
    Change vs previous 13F +4,392 shares

    1.33% of the 13F portfolio, value $6,110,000.

    13F-HR 0001765595-25-000006 filed by Bernardo Wealth Planning 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/A 74,611 shares
    Change vs previous 13F +2,152 shares

    1.37% of the 13F portfolio, value $5,713,000.

    13F-HR/A 0001765595-25-000004 filed by Bernardo Wealth Planning 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 72,459 shares
    Change vs previous 13F +5,765 shares

    1.28% of the 13F portfolio, value $5,356,186.

    13F-HR 0001765595-25-000001 filed by Bernardo Wealth Planning 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 66,694 shares
    Change vs previous 13F not available

    1.24% of the 13F portfolio, value $5,130,000.

    13F-HR 0001765595-24-000005 filed by Bernardo Wealth Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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