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Disclosery

Francis Financial, Inc.: BIV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Francis Financial, Inc. on BIV, newest first. How the timeline and the estimate are built.

Francis Financial, Inc. held 626,906 BIV shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 626,906 shares
    Change vs previous 13F +20,826 shares

    7.89% of the 13F portfolio, value $48,083,715.

    13F-HR 0001727514-26-000003 filed by Francis Financial, 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 606,080 shares
    Change vs previous 13F +10,166 shares

    8.69% of the 13F portfolio, value $46,777,236.

    13F-HR 0001727514-26-000002 filed by Francis Financial, 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 595,914 shares
    Change vs previous 13F -12,348 shares

    9.08% of the 13F portfolio, value $46,409,814.

    13F-HR 0001727514-26-000001 filed by Francis Financial, 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 608,262 shares
    Change vs previous 13F +25,070 shares

    8.47% of the 13F portfolio, value $47,499,178.

    13F-HR 0001727514-25-000003 filed by Francis Financial, 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 583,192 shares
    Change vs previous 13F +8,500 shares

    10.43% of the 13F portfolio, value $45,125,334.

    13F-HR 0001085146-25-004708 filed by Francis Financial, 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 574,692 shares
    Change vs previous 13F +46,856 shares

    10.7% of the 13F portfolio, value $44,004,148.

    13F-HR 0001085146-25-002986 filed by Francis Financial, 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 527,836 shares
    Change vs previous 13F +31,636 shares

    10.02% of the 13F portfolio, value $39,445,170.

    13F-HR 0001085146-25-001582 filed by Francis Financial, 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 496,200 shares
    Change vs previous 13F not available

    10.29% of the 13F portfolio, value $38,887,185.

    13F-HR 0001085146-24-005311 filed by Francis Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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