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GENESIS PRIVATE WEALTH, LLC: BIV position timeline

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

GENESIS PRIVATE WEALTH, LLC held 97,679 BIV shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 97,679 shares
    Change vs previous 13F +5,036 shares

    2.11% of the 13F portfolio, value $7,491,971.

    13F-HR 0001725547-26-000225 filed by GENESIS PRIVATE WEALTH, 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 92,643 shares
    Change vs previous 13F +6,081 shares

    2.25% of the 13F portfolio, value $7,150,174.

    13F-HR 0001725547-26-000131 filed by GENESIS PRIVATE WEALTH, 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 86,562 shares
    Change vs previous 13F +10,220 shares

    2.09% of the 13F portfolio, value $6,741,444.

    13F-HR 0001725547-26-000004 filed by GENESIS PRIVATE WEALTH, 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 76,342 shares
    Change vs previous 13F +1,680 shares

    2.51% of the 13F portfolio, value $5,961,558.

    13F-HR 0001725547-25-004097 filed by GENESIS PRIVATE WEALTH, 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 74,662 shares
    Change vs previous 13F +553 shares

    2.72% of the 13F portfolio, value $5,774,386.

    13F-HR 0001725547-25-003451 filed by GENESIS PRIVATE WEALTH, 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 74,109 shares
    Change vs previous 13F +3,237 shares

    3.01% of the 13F portfolio, value $5,674,504.

    13F-HR 0001725547-25-001448 filed by GENESIS PRIVATE WEALTH, 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 70,872 shares
    Change vs previous 13F not available

    2.92% of the 13F portfolio, value $5,296,252.

    13F-HR 0001725547-25-000136 filed by GENESIS PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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