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Disclosery

Covenant Asset Management, LLC: BIV position timeline

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

Covenant Asset Management, LLC held 30,590 BIV shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,590 shares
    Change vs previous 13F -1,898 shares

    0.42% of the 13F portfolio, value $2,346,253.

    13F-HR 0001697717-26-000006 filed by Covenant Asset Management, 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 32,488 shares
    Change vs previous 13F +17,375 shares

    0.51% of the 13F portfolio, value $2,507,424.

    13F-HR 0001697717-26-000004 filed by Covenant Asset Management, 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 15,113 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,177,001.

    13F-HR 0001697717-26-000002 filed by Covenant Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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