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Disclosery

CHB Investment Group, LLC: BIV position timeline

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

CHB Investment Group, LLC held 170,970 BIV shares at 2025-06-30 per its 13F-HR filed 2025-07-15.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 170,970 shares
    Change vs previous 13F -2,023 shares

    6.74% of the 13F portfolio, value $13,223,000.

    13F-HR 0001933274-25-000005 filed by CHB Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 172,993 shares
    Change vs previous 13F +2,908 shares

    7.04% of the 13F portfolio, value $13,246,000.

    13F-HR 0001933274-25-000004 filed by CHB Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 170,085 shares
    Change vs previous 13F +6,466 shares

    6.9% of the 13F portfolio, value $12,710,000.

    13F-HR 0001933274-25-000001 filed by CHB Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 163,619 shares
    Change vs previous 13F not available

    6.8% of the 13F portfolio, value $12,823,000.

    13F-HR 0001933274-24-000007 filed by CHB Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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