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Cranbrook Wealth Management, LLC: BIV position timeline

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

Cranbrook Wealth Management, LLC held 730,608 BIV shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 730,608 shares
    Change vs previous 13F +12,334 shares

    10.49% of the 13F portfolio, value $56,037,633.

    13F-HR 0000905729-26-000145 filed by Cranbrook Wealth 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 718,274 shares
    Change vs previous 13F +2,292 shares

    11.28% of the 13F portfolio, value $55,436,359.

    13F-HR 0000905729-26-000082 filed by Cranbrook Wealth 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 715,982 shares
    Change vs previous 13F +14,290 shares

    10.99% of the 13F portfolio, value $55,760,685.

    13F-HR 0000905729-26-000022 filed by Cranbrook Wealth Management, LLC
    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 701,692 shares
    Change vs previous 13F +47,012 shares

    11% of the 13F portfolio, value $54,795,165.

    13F-HR 0000905729-25-000169 filed by Cranbrook Wealth Management, LLC
    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 654,680 shares
    Change vs previous 13F -1,497 shares

    10.8% of the 13F portfolio, value $50,632,948.

    13F-HR 0000905729-25-000122 filed by Cranbrook Wealth Management, LLC
    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 656,177 shares
    Change vs previous 13F +20,682 shares

    11.67% of the 13F portfolio, value $50,243,488.

    13F-HR 0000905729-25-000072 filed by Cranbrook Wealth Management, LLC
    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 635,495 shares
    Change vs previous 13F +29,722 shares

    11.01% of the 13F portfolio, value $47,490,576.

    13F-HR 0000905729-25-000015 filed by Cranbrook Wealth Management, LLC
    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 605,773 shares
    Change vs previous 13F not available

    10.83% of the 13F portfolio, value $47,474,399.

    13F-HR 0000905729-24-000158 filed by Cranbrook Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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