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C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors: BIV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors on BIV, newest first. How the timeline and the estimate are built.

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors held 138,942 BIV shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 138,942 shares
    Change vs previous 13F +10,478 shares

    0.5% of the 13F portfolio, value $10,123,371.

    13F-HR 0001172661-26-004524 filed by C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
    Accepted , ingested

  2. period ended2026-06-30
    13F 128,464 shares
    Change vs previous 13F +29,884 shares

    0.49% of the 13F portfolio, value $9,853,191.

    13F-HR 0001172661-26-002704 filed by C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
    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 98,580 shares
    Change vs previous 13F +19,513 shares

    0.43% of the 13F portfolio, value $7,608,376.

    13F-HR 0001172661-26-001426 filed by C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
    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 79,067 shares
    Change vs previous 13F +5,649 shares

    0.37% of the 13F portfolio, value $6,157,711.

    13F-HR 0001172661-26-000223 filed by C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
    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 73,418 shares
    Change vs previous 13F +6,815 shares

    0.33% of the 13F portfolio, value $5,733,217.

    13F-HR 0001172661-25-004339 filed by C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
    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/A 66,603 shares
    Change vs previous 13F +2,834 shares

    0.34% of the 13F portfolio, value $5,151,102.

    13F-HR/A 0001172661-25-004544 filed by C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
    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 63,769 shares
    Change vs previous 13F -632 shares

    0.39% of the 13F portfolio, value $4,880,286.

    13F-HR 0001172661-25-001702 filed by C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
    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/A 64,401 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $4,812,486.

    13F-HR/A 0001172661-25-000452 filed by C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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