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Disclosery

BridgePort Financial Solutions, LLC: BIV position timeline

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

BridgePort Financial Solutions, LLC held 9,018 BIV shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,018 shares
    Change vs previous 13F +1,054 shares

    0.18% of the 13F portfolio, value $691,681.

    13F-HR 0002031775-26-000006 filed by BridgePort Financial Solutions, 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 7,964 shares
    Change vs previous 13F +1,742 shares

    0.17% of the 13F portfolio, value $614,662.

    13F-HR 0002031775-26-000003 filed by BridgePort Financial Solutions, 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 6,222 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $484,569.

    13F-HR 0002031775-26-000001 filed by BridgePort Financial Solutions, 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 6,222 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $485,876.

    13F-HR 0002031775-25-000008 filed by BridgePort Financial Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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