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Keyes, Stange & Wooten Wealth Management, LLC: BIV position timeline

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

Keyes, Stange & Wooten Wealth Management, LLC held 394,939 BIV shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 394,939 shares
    Change vs previous 13F +63,169 shares

    12.09% of the 13F portfolio, value $30,291,804.

    13F-HR 0001420506-26-001257 filed by Keyes, Stange & Wooten Wealth 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 331,770 shares
    Change vs previous 13F +87,764 shares

    11.43% of the 13F portfolio, value $25,606,032.

    13F-HR 0001420506-26-000745 filed by Keyes, Stange & Wooten Wealth 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 244,006 shares
    Change vs previous 13F +10,439 shares

    9.01% of the 13F portfolio, value $19,003,161.

    13F-HR 0001420506-26-000247 filed by Keyes, Stange & Wooten Wealth 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 233,567 shares
    Change vs previous 13F +12,662 shares

    8.83% of the 13F portfolio, value $18,239,239.

    13F-HR 0001420506-25-003489 filed by Keyes, Stange & Wooten Wealth 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 220,905 shares
    Change vs previous 13F +42,108 shares

    8.87% of the 13F portfolio, value $17,084,791.

    13F-HR 0001420506-25-001811 filed by Keyes, Stange & Wooten Wealth 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 178,797 shares
    Change vs previous 13F +17,506 shares

    7.78% of the 13F portfolio, value $13,690,451.

    13F-HR 0001420506-25-000869 filed by Keyes, Stange & Wooten Wealth 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 161,291 shares
    Change vs previous 13F +20,222 shares

    7.1% of the 13F portfolio, value $12,053,288.

    13F-HR 0001420506-25-000347 filed by Keyes, Stange & Wooten Wealth 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 141,069 shares
    Change vs previous 13F not available

    6.56% of the 13F portfolio, value $11,055,590.

    13F-HR 0001420506-24-002282 filed by Keyes, Stange & Wooten Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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