Skip to content
Disclosery

Jacobsen Capital Management: BIV position timeline

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

Jacobsen Capital Management held 78,704 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 78,704 shares
    Change vs previous 13F +9,053 shares

    1.77% of the 13F portfolio, value $6,036,590.

    13F-HR 0001782491-26-000003 filed by Jacobsen Capital Management
    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 69,651 shares
    Change vs previous 13F +5,915 shares

    1.82% of the 13F portfolio, value $5,375,638.

    13F-HR 0001782491-26-000002 filed by Jacobsen Capital Management
    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 63,736 shares
    Change vs previous 13F +2,151 shares

    1.62% of the 13F portfolio, value $4,963,779.

    13F-HR 0001782491-26-000001 filed by Jacobsen Capital Management
    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 61,585 shares
    Change vs previous 13F +512 shares

    1.63% of the 13F portfolio, value $4,809,186.

    13F-HR 0001782491-25-000006 filed by Jacobsen Capital Management
    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 61,073 shares
    Change vs previous 13F -20 shares

    1.74% of the 13F portfolio, value $4,723,368.

    13F-HR 0001782491-25-000004 filed by Jacobsen Capital Management
    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 61,093 shares
    Change vs previous 13F +6,205 shares

    2.03% of the 13F portfolio, value $4,677,855.

    13F-HR 0001782491-25-000002 filed by Jacobsen Capital Management
    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 54,888 shares
    Change vs previous 13F +3,693 shares

    1.75% of the 13F portfolio, value $4,101,812.

    13F-HR 0001782491-25-000001 filed by Jacobsen Capital Management
    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 51,195 shares
    Change vs previous 13F not available

    1.69% of the 13F portfolio, value $4,012,171.

    13F-HR 0001782491-24-000005 filed by Jacobsen Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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