Fiduciary Wealth Partners, LLC: BIV position timeline

Fiduciary Wealth Partners, LLC held 20,917 BIV shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 20,917 shares

   Change vs previous 13F -3,132 shares

   0.88% of the 13F portfolio, value $1,604,308.

   13F-HR 0001376474-26-000529 filed by Fiduciary Wealth Partners, LLC
   Filed 2026-07-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 24,049 shares

   Change vs previous 13F -103,519 shares

   1.21% of the 13F portfolio, value $1,856,066.

   13F-HR 0001376474-26-000350 filed by Fiduciary Wealth Partners, LLC
   Filed 2026-05-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 127,568 shares

   Change vs previous 13F +3,571 shares

   4.07% of the 13F portfolio, value $9,934,969.

   13F-HR 0001376474-26-000077 filed by Fiduciary Wealth Partners, LLC
   Filed 2026-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 123,997 shares

   Change vs previous 13F -4,643 shares

   4.07% of the 13F portfolio, value $9,682,956.

   13F-HR 0001376474-25-000877 filed by Fiduciary Wealth Partners, LLC
   Filed 2025-10-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 128,640 shares

   Change vs previous 13F not available

   9.37% of the 13F portfolio, value $9,949,011.

   13F-HR 0001376474-25-000691 filed by Fiduciary Wealth Partners, LLC
   Filed 2025-07-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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