Skip to content
Disclosery

Leeward Financial Partners, LLC: BIV position timeline

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

Leeward Financial Partners, LLC held 80,475 BIV shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 80,475 shares
    Change vs previous 13F +3,666 shares

    1.62% of the 13F portfolio, value $6,172,416.

    13F-HR 0001941040-26-000521 filed by Leeward Financial Partners, 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 76,809 shares
    Change vs previous 13F -644 shares

    1.76% of the 13F portfolio, value $5,928,091.

    13F-HR 0001941040-26-000234 filed by Leeward Financial Partners, 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 77,453 shares
    Change vs previous 13F -699 shares

    1.7% of the 13F portfolio, value $6,032,034.

    13F-HR 0001941040-26-000083 filed by Leeward Financial Partners, 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 78,152 shares
    Change vs previous 13F +8,150 shares

    1.74% of the 13F portfolio, value $6,102,871.

    13F-HR 0001941040-25-000643 filed by Leeward Financial Partners, 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 70,002 shares
    Change vs previous 13F +1,077 shares

    1.72% of the 13F portfolio, value $5,413,978.

    13F-HR 0001941040-25-000411 filed by Leeward Financial Partners, 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 68,925 shares
    Change vs previous 13F +7,413 shares

    1.97% of the 13F portfolio, value $5,277,602.

    13F-HR 0001941040-25-000275 filed by Leeward Financial Partners, 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 61,512 shares
    Change vs previous 13F +4,907 shares

    1.64% of the 13F portfolio, value $4,596,775.

    13F-HR 0001941040-25-000141 filed by Leeward Financial Partners, 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 56,605 shares
    Change vs previous 13F not available

    1.67% of the 13F portfolio, value $4,436,107.

    13F-HR 0001941040-24-000452 filed by Leeward Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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