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Investments & Financial Planning, LLC: BIV position timeline

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

Investments & Financial Planning, LLC held 53,474 BIV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 53,474 shares
    Change vs previous 13F -578 shares

    1.94% of the 13F portfolio, value $4,101,458.

    13F-HR 0001909307-26-000007 filed by Investments & Financial Planning, 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 54,052 shares
    Change vs previous 13F +8,126 shares

    2.27% of the 13F portfolio, value $4,171,703.

    13F-HR 0001909307-26-000005 filed by Investments & Financial Planning, 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 45,926 shares
    Change vs previous 13F +1,901 shares

    1.92% of the 13F portfolio, value $3,576,733.

    13F-HR 0001909307-26-000002 filed by Investments & Financial Planning, 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 44,025 shares
    Change vs previous 13F +2,729 shares

    1.86% of the 13F portfolio, value $3,437,897.

    13F-HR 0001909307-25-000013 filed by Investments & Financial Planning, 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 41,296 shares
    Change vs previous 13F +1,225 shares

    1.84% of the 13F portfolio, value $3,193,842.

    13F-HR 0001909307-25-000010 filed by Investments & Financial Planning, 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 40,071 shares
    Change vs previous 13F +4,094 shares

    1.99% of the 13F portfolio, value $3,068,201.

    13F-HR 0001909307-25-000005 filed by Investments & Financial Planning, 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 35,977 shares
    Change vs previous 13F +5,461 shares

    1.66% of the 13F portfolio, value $2,688,547.

    13F-HR 0001909307-25-000002 filed by Investments & Financial Planning, 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 30,516 shares
    Change vs previous 13F not available

    1.51% of the 13F portfolio, value $2,391,569.

    13F-HR 0001909307-24-000010 filed by Investments & Financial Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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