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Level Financial Advisors: BIV position timeline

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

Level Financial Advisors held 41,898 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 41,898 shares
    Change vs previous 13F +1,692 shares

    0.72% of the 13F portfolio, value $3,213,577.

    13F-HR 0001871734-26-000003 filed by Level Financial Advisors
    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 40,206 shares
    Change vs previous 13F +7,267 shares

    0.79% of the 13F portfolio, value $3,103,099.

    13F-HR 0001871734-26-000002 filed by Level Financial Advisors
    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 32,939 shares
    Change vs previous 13F +6,628 shares

    0.68% of the 13F portfolio, value $2,565,289.

    13F-HR 0001871734-26-000001 filed by Level Financial Advisors
    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 26,311 shares
    Change vs previous 13F +3,215 shares

    0.58% of the 13F portfolio, value $2,054,626.

    13F-HR 0001871734-25-000006 filed by Level Financial Advisors
    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 23,096 shares
    Change vs previous 13F +4,544 shares

    0.56% of the 13F portfolio, value $1,786,245.

    13F-HR 0001871734-25-000003 filed by Level Financial Advisors
    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 18,552 shares
    Change vs previous 13F -1,446 shares

    0.48% of the 13F portfolio, value $1,420,527.

    13F-HR 0001871734-25-000002 filed by Level Financial Advisors
    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 19,998 shares
    Change vs previous 13F +7,457 shares

    0.55% of the 13F portfolio, value $1,494,451.

    13F-HR 0001871734-25-000001 filed by Level Financial Advisors
    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 12,541 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $982,838.

    13F-HR 0001871734-24-000008 filed by Level Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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