Carmel Capital Partners, LLC: BIV position timeline

Carmel Capital Partners, LLC held 11,523 BIV shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 11,523 shares

   Change vs previous 13F +16 shares

   0.29% of the 13F portfolio, value $883,822.

   13F-HR 0001900481-26-000005 filed by Carmel Capital Partners, LLC
   Filed 2026-07-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 11,507 shares

   Change vs previous 13F +37 shares

   0.32% of the 13F portfolio, value $888,078.

   13F-HR 0001900481-26-000003 filed by Carmel Capital Partners, LLC
   Filed 2026-04-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 11,470 shares

   Change vs previous 13F -169 shares

   0.31% of the 13F portfolio, value $893,267.

   13F-HR 0001900481-26-000001 filed by Carmel Capital Partners, LLC
   Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 11,639 shares

   Change vs previous 13F -51 shares

   0.38% of the 13F portfolio, value $908,909.

   13F-HR 0001900481-25-000009 filed by Carmel Capital Partners, LLC
   Filed 2025-10-30 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 11,690 shares

   Change vs previous 13F not available

   0.32% of the 13F portfolio, value $904,121.

   13F-HR 0001900481-25-000008 filed by Carmel Capital Partners, LLC
   Filed 2025-07-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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