JIM SAULNIER & ASSOCIATES, LLC: BLV position timeline

JIM SAULNIER & ASSOCIATES, LLC held 0 BLV shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 0 shares

   Change vs previous 13F -6,222 shares

   13F-HR 0002044420-26-000003 filed by JIM SAULNIER & ASSOCIATES, LLC
   Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

   Exited: the 13F for this period no longer lists the position.

2. period ended2026-03-31

   13F 6,222 shares

   Change vs previous 13F +172 shares

   0.21% of the 13F portfolio, value $427,974.

   13F-HR 0002044420-26-000002 filed by JIM SAULNIER & ASSOCIATES, LLC
   Filed 2026-04-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 6,050 shares

   Change vs previous 13F -165 shares

   0.22% of the 13F portfolio, value $420,602.

   13F-HR 0002044420-26-000001 filed by JIM SAULNIER & ASSOCIATES, LLC
   Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 6,215 shares

   Change vs previous 13F -1,103 shares

   0.25% of the 13F portfolio, value $440,342.

   13F-HR 0002044420-25-000005 filed by JIM SAULNIER & ASSOCIATES, LLC
   Filed 2025-11-03 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 7,318 shares

   Change vs previous 13F -637 shares

   0.35% of the 13F portfolio, value $508,901.

   13F-HR 0002044420-25-000001 filed by JIM SAULNIER & ASSOCIATES, LLC
   Filed 2025-08-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 7,955 shares

   Change vs previous 13F +778 shares

   0.44% of the 13F portfolio, value $560,205.

   13F-HR 0001843867-25-000006 filed by JIM SAULNIER & ASSOCIATES, LLC
   Filed 2025-04-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 7,177 shares

   Change vs previous 13F +1,138 shares

   0.42% of the 13F portfolio, value $491,105.

   13F-HR 0001843867-25-000003 filed by JIM SAULNIER & ASSOCIATES, LLC
   Filed 2025-01-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 6,039 shares

   Change vs previous 13F not available

   0.44% of the 13F portfolio, value $453,956.

   13F-HR 0002044420-24-000002 filed by JIM SAULNIER & ASSOCIATES, LLC
   Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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