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Disclosery

Brindle & Bay Financial Advisors, LLC: BIV position timeline

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

Brindle & Bay Financial Advisors, LLC held 25,689 BIV shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,689 shares
    Change vs previous 13F -47,646 shares

    0.99% of the 13F portfolio, value $1,970,380.

    13F-HR 0002081139-26-000004 filed by Brindle & Bay Financial Advisors, 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 73,335 shares
    Change vs previous 13F +25,594 shares

    3.47% of the 13F portfolio, value $5,660,031.

    13F-HR 0002081139-26-000003 filed by Brindle & Bay Financial Advisors, 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 47,741 shares
    Change vs previous 13F not available

    2.47% of the 13F portfolio, value $3,718,032.

    13F-HR 0002081139-26-000002 filed by Brindle & Bay Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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