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Disclosery

Brewster Financial Planning LLC: BIV position timeline

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

Brewster Financial Planning LLC held 302,532 BIV shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 302,532 shares
    Change vs previous 13F +11,523 shares

    12.15% of the 13F portfolio, value $22,042,482.

    13F-HR 0001898145-26-000005 filed by Brewster Financial Planning LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 291,009 shares
    Change vs previous 13F +2,341 shares

    12.26% of the 13F portfolio, value $22,320,391.

    13F-HR 0001898145-26-000003 filed by Brewster Financial 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 ended2026-03-31
    13F 288,668 shares
    Change vs previous 13F +7,582 shares

    13.48% of the 13F portfolio, value $22,279,397.

    13F-HR 0001898145-26-000002 filed by Brewster Financial 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 ended2025-12-31
    13F 281,086 shares
    Change vs previous 13F +8,931 shares

    13.45% of the 13F portfolio, value $21,890,978.

    13F-HR 0001898145-26-000001 filed by Brewster Financial 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 ended2025-09-30
    13F 272,155 shares
    Change vs previous 13F +8,645 shares

    13.37% of the 13F portfolio, value $21,252,584.

    13F-HR 0001898145-25-000006 filed by Brewster Financial 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 ended2025-06-30
    13F 263,510 shares
    Change vs previous 13F +11,175 shares

    13.75% of the 13F portfolio, value $20,379,864.

    13F-HR 0001898145-25-000004 filed by Brewster Financial 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 ended2025-03-31
    13F 252,335 shares
    Change vs previous 13F +20,518 shares

    14.28% of the 13F portfolio, value $19,321,291.

    13F-HR 0001898145-25-000003 filed by Brewster Financial 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 ended2024-12-31
    13F 231,817 shares
    Change vs previous 13F not available

    13.12% of the 13F portfolio, value $17,323,685.

    13F-HR 0001898145-25-000001 filed by Brewster Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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