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Disclosery

D.A. DAVIDSON & CO.: BIV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of D.A. DAVIDSON & CO. on BIV, newest first. How the timeline and the estimate are built.

D.A. DAVIDSON & CO. held 131,884 BIV shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 131,884 shares
    Change vs previous 13F +10,321 shares

    0.06% of the 13F portfolio, value $10,115,565.

    13F-HR 0001080107-26-000004 filed by D.A. DAVIDSON & CO.
    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 121,563 shares
    Change vs previous 13F +23,795 shares

    0.06% of the 13F portfolio, value $9,382,306.

    13F-HR 0001080107-26-000003 filed by D.A. DAVIDSON & CO.
    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 97,768 shares
    Change vs previous 13F +14,697 shares

    0.05% of the 13F portfolio, value $7,614,222.

    13F-HR 0001080107-26-000001 filed by D.A. DAVIDSON & CO.
    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 83,071 shares
    Change vs previous 13F +6,348 shares

    0.04% of the 13F portfolio, value $6,487,059.

    13F-HR 0001080107-25-000014 filed by D.A. DAVIDSON & CO.
    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 76,723 shares
    Change vs previous 13F +4,399 shares

    0.04% of the 13F portfolio, value $5,933,794.

    13F-HR 0001080107-25-000008 filed by D.A. DAVIDSON & CO.
    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 72,324 shares
    Change vs previous 13F +3,578 shares

    0.04% of the 13F portfolio, value $5,537,859.

    13F-HR 0001080107-25-000004 filed by D.A. DAVIDSON & CO.
    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 68,746 shares
    Change vs previous 13F +7,136 shares

    0.04% of the 13F portfolio, value $5,137,428.

    13F-HR 0001080107-25-000001 filed by D.A. DAVIDSON & CO.
    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 61,610 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $4,828,447.

    13F-HR 0001080107-24-000005 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

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