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BUCKINGHAM STRATEGIC WEALTH, LLC: BIV position timeline

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

BUCKINGHAM STRATEGIC WEALTH, LLC held 60,968 BIV shares at 2024-06-30 per its 13F-HR filed 2024-08-12.

the latest 13F is the newest step

  1. period ended2024-06-30
    13F 60,968 shares
    Change vs previous 13F -7,050 shares

    0.05% of the 13F portfolio, value $4,565,929.

    13F-HR 0001085146-24-003709 filed by BUCKINGHAM STRATEGIC WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-03-31
    13F 68,018 shares
    Change vs previous 13F -3,523 shares

    0.05% of the 13F portfolio, value $5,128,548.

    13F-HR 0001085146-24-002355 filed by BUCKINGHAM STRATEGIC WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-12-31
    13F 71,541 shares
    Change vs previous 13F -23,155 shares

    0.06% of the 13F portfolio, value $5,464,331.

    13F-HR 0001085146-24-001388 filed by BUCKINGHAM STRATEGIC WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-09-30
    13F 94,696 shares
    Change vs previous 13F -18,538 shares

    0.1% of the 13F portfolio, value $6,847,487.

    13F-HR 0001085146-23-004311 filed by BUCKINGHAM STRATEGIC WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-06-30
    13F 113,234 shares
    Change vs previous 13F +717 shares

    0.12% of the 13F portfolio, value $8,518,622.

    13F-HR 0001085146-23-003310 filed by BUCKINGHAM STRATEGIC WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-03-31
    13F 112,517 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $8,362,277.

    13F-HR 0001085146-23-002227 filed by BUCKINGHAM STRATEGIC WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-12-31
    13F 112,517 shares
    Change vs previous 13F +1,385 shares

    0.15% of the 13F portfolio, value $8,362,277.

    13F-HR 0001085146-23-001099 filed by BUCKINGHAM STRATEGIC WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-09-30
    13F 111,132 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $8,166,000.

    13F-HR 0001085146-22-003813 filed by BUCKINGHAM STRATEGIC WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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