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Franklin, Parlapiano, Turner & Welch, LLC: BIV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Franklin, Parlapiano, Turner & Welch, LLC on BIV, newest first. How the timeline and the estimate are built.

Franklin, Parlapiano, Turner & Welch, LLC held 488,980 BIV shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 488,980 shares
    Change vs previous 13F -3,764 shares

    8.48% of the 13F portfolio, value $37,504,840.

    13F-HR 0001707856-26-000003 filed by Franklin, Parlapiano, Turner & Welch, 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 492,744 shares
    Change vs previous 13F +8,728 shares

    9.08% of the 13F portfolio, value $38,089,147.

    13F-HR 0001707856-26-000002 filed by Franklin, Parlapiano, Turner & Welch, 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 484,016 shares
    Change vs previous 13F -8,620 shares

    9.35% of the 13F portfolio, value $37,641,960.

    13F-HR 0001707856-26-000001 filed by Franklin, Parlapiano, Turner & Welch, 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 492,636 shares
    Change vs previous 13F +8,085 shares

    9.72% of the 13F portfolio, value $38,470,043.

    13F-HR 0001707856-25-000006 filed by Franklin, Parlapiano, Turner & Welch, 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 484,551 shares
    Change vs previous 13F +2,294 shares

    9.79% of the 13F portfolio, value $37,475,139.

    13F-HR 0001707856-25-000003 filed by Franklin, Parlapiano, Turner & Welch, 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 482,257 shares
    Change vs previous 13F -430 shares

    9.96% of the 13F portfolio, value $36,926,417.

    13F-HR 0001707856-25-000002 filed by Franklin, Parlapiano, Turner & Welch, 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 482,687 shares
    Change vs previous 13F +7,731 shares

    9.76% of the 13F portfolio, value $36,071,177.

    13F-HR 0001707856-25-000001 filed by Franklin, Parlapiano, Turner & Welch, 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 474,956 shares
    Change vs previous 13F not available

    9.62% of the 13F portfolio, value $37,222,324.

    13F-HR 0001707856-24-000005 filed by Franklin, Parlapiano, Turner & Welch, LLC
    Filed (acceptance time not in the bulk data set), ingested

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