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Certified Advisory Corp: BIV position timeline

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

Certified Advisory Corp held 202,069 BIV shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 202,069 shares
    Change vs previous 13F -74,926 shares

    1.25% of the 13F portfolio, value $15,498,673.

    13F-HR 0001731732-26-000004 filed by Certified Advisory Corp
    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 276,995 shares
    Change vs previous 13F +27,505 shares

    1.92% of the 13F portfolio, value $21,378,459.

    13F-HR 0001731732-26-000002 filed by Certified Advisory Corp
    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 249,490 shares
    Change vs previous 13F +18,396 shares

    1.77% of the 13F portfolio, value $19,430,272.

    13F-HR 0001731732-26-000001 filed by Certified Advisory Corp
    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 231,094 shares
    Change vs previous 13F +12,018 shares

    1.71% of the 13F portfolio, value $18,046,123.

    13F-HR 0001731732-25-000004 filed by Certified Advisory Corp
    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 219,076 shares
    Change vs previous 13F +11,196 shares

    1.76% of the 13F portfolio, value $16,943,364.

    13F-HR 0001085146-25-005120 filed by Certified Advisory Corp
    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 207,880 shares
    Change vs previous 13F -16,000 shares

    1.8% of the 13F portfolio, value $15,917,341.

    13F-HR 0001085146-25-002833 filed by Certified Advisory Corp
    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 223,880 shares
    Change vs previous 13F +30,067 shares

    1.82% of the 13F portfolio, value $16,730,582.

    13F-HR 0001085146-25-000217 filed by Certified Advisory Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 193,813 shares
    Change vs previous 13F not available

    1.68% of the 13F portfolio, value $15,189,086.

    13F-HR 0001085146-24-005504 filed by Certified Advisory Corp
    Filed (acceptance time not in the bulk data set), ingested

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