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Carl P. Sherr & Co., LLC: BIV position timeline

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

Carl P. Sherr & Co., LLC held 135,358 BIV shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 135,358 shares
    Change vs previous 13F +10,293 shares

    4.35% of the 13F portfolio, value $10,381,965.

    13F-HR 0001818535-26-000005 filed by Carl P. Sherr & Co., 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 125,065 shares
    Change vs previous 13F +468 shares

    4.54% of the 13F portfolio, value $9,652,500.

    13F-HR 0001818535-26-000003 filed by Carl P. Sherr & Co., 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 124,597 shares
    Change vs previous 13F +6,730 shares

    4.33% of the 13F portfolio, value $9,702,333.

    13F-HR 0001818535-26-000001 filed by Carl P. Sherr & Co., 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 117,867 shares
    Change vs previous 13F +6,005 shares

    4.36% of the 13F portfolio, value $9,204,268.

    13F-HR 0001818535-25-000006 filed by Carl P. Sherr & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 111,862 shares
    Change vs previous 13F +13,477 shares

    4.37% of the 13F portfolio, value $8,651,411.

    13F-HR 0001818535-25-000004 filed by Carl P. Sherr & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 98,385 shares
    Change vs previous 13F +42,959 shares

    4.12% of the 13F portfolio, value $7,533,353.

    13F-HR 0001818535-25-000002 filed by Carl P. Sherr & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 55,426 shares
    Change vs previous 13F not available

    2.18% of the 13F portfolio, value $4,141,983.

    13F-HR 0001818535-25-000001 filed by Carl P. Sherr & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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