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Keudell/Morrison Wealth Management: BIV position timeline

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

Keudell/Morrison Wealth Management held 8,593 BIV shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,593 shares
    Change vs previous 13F +568 shares

    0.12% of the 13F portfolio, value $659,089.

    13F-HR 0002085853-26-000737 filed by Keudell/Morrison Wealth 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 8,025 shares
    Change vs previous 13F -1,458 shares

    0.13% of the 13F portfolio, value $619,376.

    13F-HR 0002085853-26-000412 filed by Keudell/Morrison Wealth 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 9,483 shares
    Change vs previous 13F +3,595 shares

    0.16% of the 13F portfolio, value $738,542.

    13F-HR 0002085853-26-000218 filed by Keudell/Morrison Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 5,888 shares
    Change vs previous 13F -3,698 shares

    0.1% of the 13F portfolio, value $455,378.

    13F-HR 0001667731-25-000921 filed by Keudell/Morrison Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 9,586 shares
    Change vs previous 13F -173,546 shares

    0.17% of the 13F portfolio, value $734,000.

    13F-HR 0001667731-25-000495 filed by Keudell/Morrison Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 183,132 shares
    Change vs previous 13F -45,473 shares

    3.57% of the 13F portfolio, value $13,685,457.

    13F-HR 0001667731-25-000109 filed by Keudell/Morrison Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 228,605 shares
    Change vs previous 13F not available

    4.86% of the 13F portfolio, value $17,915,743.

    13F-HR 0001785498-24-000004 filed by Keudell/Morrison Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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