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Disclosery

HOGE FINANCIAL SERVICES, LLC: BIV position timeline

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

HOGE FINANCIAL SERVICES, LLC held 365,539 BIV shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 365,539 shares
    Change vs previous 13F +9,432 shares

    13.42% of the 13F portfolio, value $28,036,842.

    13F-HR 0001989834-26-000004 filed by HOGE FINANCIAL SERVICES, 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 356,107 shares
    Change vs previous 13F +70,839 shares

    14.71% of the 13F portfolio, value $27,484,368.

    13F-HR 0001989834-26-000002 filed by HOGE FINANCIAL SERVICES, 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 285,268 shares
    Change vs previous 13F +26,820 shares

    11.97% of the 13F portfolio, value $22,216,666.

    13F-HR 0001989834-26-000001 filed by HOGE FINANCIAL SERVICES, 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 258,448 shares
    Change vs previous 13F +7,787 shares

    11.57% of the 13F portfolio, value $20,182,257.

    13F-HR 0001989834-25-000007 filed by HOGE FINANCIAL SERVICES, 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 250,661 shares
    Change vs previous 13F +18,275 shares

    12.11% of the 13F portfolio, value $19,473,608.

    13F-HR 0001989834-25-000006 filed by HOGE FINANCIAL SERVICES, 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 232,386 shares
    Change vs previous 13F +44,325 shares

    12.44% of the 13F portfolio, value $17,793,786.

    13F-HR 0001989834-25-000002 filed by HOGE FINANCIAL SERVICES, 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 188,061 shares
    Change vs previous 13F +15,491 shares

    10.29% of the 13F portfolio, value $14,053,834.

    13F-HR 0001989834-25-000001 filed by HOGE FINANCIAL SERVICES, 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 172,570 shares
    Change vs previous 13F not available

    10.19% of the 13F portfolio, value $13,524,286.

    13F-HR 0001989834-24-000004 filed by HOGE FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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