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FIDUCIARY FINANCIAL GROUP, LLC: BIV position timeline

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

FIDUCIARY FINANCIAL GROUP, LLC held 218,575 BIV shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 218,575 shares
    Change vs previous 13F +12,777 shares

    1.86% of the 13F portfolio, value $15,925,382.

    13F-HR 0001754960-26-000845 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 205,798 shares
    Change vs previous 13F +18,687 shares

    1.79% of the 13F portfolio, value $15,784,671.

    13F-HR 0001754960-26-000471 filed by FIDUCIARY FINANCIAL GROUP, LLC
    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 187,111 shares
    Change vs previous 13F +21,253 shares

    1.91% of the 13F portfolio, value $14,441,234.

    13F-HR 0001754960-26-000225 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 165,858 shares
    Change vs previous 13F +8,581 shares

    1.82% of the 13F portfolio, value $12,917,039.

    13F-HR 0001754960-26-000021 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 157,277 shares
    Change vs previous 13F +12,519 shares

    1.94% of the 13F portfolio, value $12,281,724.

    13F-HR 0001754960-25-000648 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 144,758 shares
    Change vs previous 13F +2,183 shares

    2.02% of the 13F portfolio, value $11,147,838.

    13F-HR 0001754960-25-000315 filed by FIDUCIARY FINANCIAL GROUP, LLC
    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 142,575 shares
    Change vs previous 13F +5,888 shares

    2.34% of the 13F portfolio, value $10,740,138.

    13F-HR 0001754960-25-000185 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 136,687 shares
    Change vs previous 13F not available

    2.22% of the 13F portfolio, value $10,103,931.

    13F-HR 0001754960-25-000008 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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