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Hoxton Planning & Management, LLC: BIV position timeline

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

Hoxton Planning & Management, LLC held 62,892 BIV shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 62,892 shares
    Change vs previous 13F -213 shares

    1.26% of the 13F portfolio, value $4,823,804.

    13F-HR 0001954782-26-000007 filed by Hoxton Planning & Management, 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 63,105 shares
    Change vs previous 13F +6,071 shares

    1.46% of the 13F portfolio, value $4,870,423.

    13F-HR 0001954782-26-000002 filed by Hoxton Planning & Management, 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 57,034 shares
    Change vs previous 13F +26,004 shares

    1.33% of the 13F portfolio, value $4,441,807.

    13F-HR 0001954782-26-000001 filed by Hoxton Planning & Management, 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 31,030 shares
    Change vs previous 13F +8,072 shares

    0.78% of the 13F portfolio, value $2,423,169.

    13F-HR 0001954782-25-000009 filed by Hoxton Planning & Management, 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 22,958 shares
    Change vs previous 13F +2,854 shares

    0.61% of the 13F portfolio, value $1,775,566.

    13F-HR 0001954782-25-000006 filed by Hoxton Planning & Management, 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 20,104 shares
    Change vs previous 13F +7,688 shares

    0.59% of the 13F portfolio, value $1,539,397.

    13F-HR 0001954782-25-000005 filed by Hoxton Planning & Management, 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 12,416 shares
    Change vs previous 13F +3,843 shares

    0.35% of the 13F portfolio, value $927,850.

    13F-HR 0001954782-25-000008 filed by Hoxton Planning & Management, 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 8,573 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $671,886.

    13F-HR 0001954782-24-000005 filed by Hoxton Planning & Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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