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Conrad Siegel Investment Advisors, Inc.: BIV position timeline

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

Conrad Siegel Investment Advisors, Inc. held 169,201 BIV shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 169,201 shares
    Change vs previous 13F +1,084 shares

    1.99% of the 13F portfolio, value $12,327,997.

    13F-HR 0001214659-26-012705 filed by Conrad Siegel Investment Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 168,117 shares
    Change vs previous 13F +5,763 shares

    2.1% of the 13F portfolio, value $12,894,553.

    13F-HR 0001214659-26-008654 filed by Conrad Siegel Investment Advisors, Inc.
    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 162,354 shares
    Change vs previous 13F -1,951 shares

    2.26% of the 13F portfolio, value $12,530,508.

    13F-HR 0001214659-26-004602 filed by Conrad Siegel Investment Advisors, Inc.
    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 164,305 shares
    Change vs previous 13F +77,202 shares

    2.43% of the 13F portfolio, value $12,796,077.

    13F-HR 0001214659-26-000462 filed by Conrad Siegel Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 87,103 shares
    Change vs previous 13F +4,831 shares

    1.43% of the 13F portfolio, value $6,801,909.

    13F-HR 0001214659-25-015005 filed by Conrad Siegel Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 82,272 shares
    Change vs previous 13F +59,461 shares

    1.43% of the 13F portfolio, value $6,362,926.

    13F-HR 0001214659-25-010351 filed by Conrad Siegel Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 22,811 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $1,746,660.

    13F-HR 0001214659-25-005605 filed by Conrad Siegel Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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