Skip to content
Disclosery

Boyd Wealth Management, LLC: BIV position timeline

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

Boyd Wealth Management, LLC held 216,088 BIV shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 216,088 shares
    Change vs previous 13F +78,266 shares

    6.27% of the 13F portfolio, value $16,573,950.

    13F-HR 0001846114-26-000010 filed by Boyd 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 137,822 shares
    Change vs previous 13F +3,469 shares

    4.5% of the 13F portfolio, value $10,637,102.

    13F-HR 0001846114-26-000009 filed by Boyd 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 134,353 shares
    Change vs previous 13F -152,137 shares

    4.44% of the 13F portfolio, value $10,463,412.

    13F-HR 0001846114-26-000001 filed by Boyd 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 286,490 shares
    Change vs previous 13F +279,142 shares

    9.63% of the 13F portfolio, value $22,372,004.

    13F-HR 0001846114-25-000002 filed by Boyd 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 7,348 shares
    Change vs previous 13F +1,076 shares

    0.25% of the 13F portfolio, value $568,294.

    13F-HR 0001667731-25-000805 filed by Boyd 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 6,272 shares
    Change vs previous 13F -1,026 shares

    0.24% of the 13F portfolio, value $480,247.

    13F-HR 0001667731-25-000504 filed by Boyd 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 7,298 shares
    Change vs previous 13F -267 shares

    0.27% of the 13F portfolio, value $545,380.

    13F-HR 0001667731-25-000097 filed by Boyd 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 7,565 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $592,869.

    13F-HR 0001846114-24-000004 filed by Boyd Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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