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Disclosery

FAMILY WEALTH PARTNERS, LLC: BIV position timeline

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

FAMILY WEALTH PARTNERS, LLC held 11,208 BIV shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,208 shares
    Change vs previous 13F -53 shares

    0.26% of the 13F portfolio, value $859,647.

    13F-HR 0001754960-26-000463 filed by FAMILY WEALTH PARTNERS, 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 11,261 shares
    Change vs previous 13F +455 shares

    0.3% of the 13F portfolio, value $869,140.

    13F-HR 0001754960-26-000243 filed by FAMILY WEALTH PARTNERS, 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 10,806 shares
    Change vs previous 13F +84 shares

    0.3% of the 13F portfolio, value $841,533.

    13F-HR 0001754960-26-000042 filed by FAMILY WEALTH PARTNERS, 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 10,722 shares
    Change vs previous 13F -63 shares

    0.31% of the 13F portfolio, value $837,254.

    13F-HR 0001754960-25-000765 filed by FAMILY WEALTH PARTNERS, 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 10,785 shares
    Change vs previous 13F -409 shares

    0.33% of the 13F portfolio, value $834,144.

    13F-HR 0001754960-25-000372 filed by FAMILY WEALTH PARTNERS, 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 11,194 shares
    Change vs previous 13F +31 shares

    0.39% of the 13F portfolio, value $857,108.

    13F-HR 0001754960-25-000212 filed by FAMILY WEALTH PARTNERS, 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 11,163 shares
    Change vs previous 13F -2,728 shares

    0.4% of the 13F portfolio, value $834,193.

    13F-HR 0001754960-25-000029 filed by FAMILY WEALTH PARTNERS, 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 13,891 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $1,088,676.

    13F-HR 0001754960-24-000483 filed by FAMILY WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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