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Disclosery

Frankly Finances, LLC: BIV position timeline

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

Frankly Finances, LLC held 168,951 BIV shares at 2026-06-30 per its 13F-HR/A filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 168,951 shares
    Change vs previous 13F +12,031 shares

    10.24% of the 13F portfolio, value $12,958,542.

    13F-HR/A 0002096338-26-000007 filed by Frankly Finances, 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 156,920 shares
    Change vs previous 13F +8,833 shares

    10.96% of the 13F portfolio, value $12,111,086.

    13F-HR 0002096338-26-000003 filed by Frankly Finances, 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/A 148,087 shares
    Change vs previous 13F not available

    10.94% of the 13F portfolio, value $11,533,016.

    13F-HR/A 0002096338-26-000002 filed by Frankly Finances, LLC
    Filed (acceptance time not in the bulk data set), ingested

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