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FPC INVESTMENT ADVISORY, INC.: BIV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FPC INVESTMENT ADVISORY, INC. on BIV, newest first. How the timeline and the estimate are built.

FPC INVESTMENT ADVISORY, INC. held 395,163 BIV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 395,163 shares
    Change vs previous 13F +6,757 shares

    14.2% of the 13F portfolio, value $30,087,711.

    13F-HR 0001420506-26-001636 filed by FPC INVESTMENT ADVISORY, INC.
    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 388,406 shares
    Change vs previous 13F +36,477 shares

    14.99% of the 13F portfolio, value $30,070,393.

    13F-HR 0001420506-26-000782 filed by FPC INVESTMENT ADVISORY, INC.
    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 351,929 shares
    Change vs previous 13F +25,975 shares

    15.02% of the 13F portfolio, value $27,408,231.

    13F-HR 0001420506-26-000235 filed by FPC INVESTMENT ADVISORY, INC.
    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 325,954 shares
    Change vs previous 13F +19,651 shares

    15.27% of the 13F portfolio, value $25,453,748.

    13F-HR 0001420506-25-002946 filed by FPC INVESTMENT ADVISORY, INC.
    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 306,303 shares
    Change vs previous 13F +25,564 shares

    14.75% of the 13F portfolio, value $23,603,710.

    13F-HR 0001420506-25-001938 filed by FPC INVESTMENT ADVISORY, INC.
    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 280,739 shares
    Change vs previous 13F +8,552 shares

    14.66% of the 13F portfolio, value $21,350,201.

    13F-HR 0001420506-25-000897 filed by FPC INVESTMENT ADVISORY, INC.
    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 272,187 shares
    Change vs previous 13F -9,068 shares

    14.97% of the 13F portfolio, value $20,465,741.

    13F-HR 0001986152-25-000013 filed by FPC INVESTMENT ADVISORY, INC.
    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 281,255 shares
    Change vs previous 13F not available

    18.38% of the 13F portfolio, value $21,659,448.

    13F-HR 0001986152-24-000050 filed by FPC INVESTMENT ADVISORY, INC.
    Filed (acceptance time not in the bulk data set), ingested

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