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Disclosery

Calder Financial LLC: BIV position timeline

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

Calder Financial LLC held 35,511 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 35,511 shares
    Change vs previous 13F +4,934 shares

    2.47% of the 13F portfolio, value $2,587,315.

    13F-HR 0001754960-26-000848 filed by Calder Financial LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 30,577 shares
    Change vs previous 13F +11,941 shares

    2.21% of the 13F portfolio, value $2,345,272.

    13F-HR 0001754960-26-000408 filed by Calder Financial 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 18,636 shares
    Change vs previous 13F -1,386 shares

    1.42% of the 13F portfolio, value $1,433,092.

    13F-HR 0001754960-26-000206 filed by Calder Financial 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 20,022 shares
    Change vs previous 13F not available

    1.53% of the 13F portfolio, value $1,559,321.

    13F-HR 0001754960-26-000106 filed by Calder Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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