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Luminvest Wealth Management LLC: BLV position timeline

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

Luminvest Wealth Management LLC held 8,724 BLV shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,724 shares
    Change vs previous 13F +106 shares

    0.14% of the 13F portfolio, value $601,340.

    13F-HR 0002036517-26-000004 filed by Luminvest 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 8,618 shares
    Change vs previous 13F -189 shares

    0.15% of the 13F portfolio, value $592,730.

    13F-HR 0002036517-26-000002 filed by Luminvest 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 8,807 shares
    Change vs previous 13F +134 shares

    0.17% of the 13F portfolio, value $612,269.

    13F-HR 0002036517-26-000001 filed by Luminvest 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 8,673 shares
    Change vs previous 13F +104 shares

    0.2% of the 13F portfolio, value $614,460.

    13F-HR 0002036517-25-000002 filed by Luminvest 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 8,569 shares
    Change vs previous 13F +100 shares

    0.21% of the 13F portfolio, value $595,938.

    13F-HR 0001085146-25-003919 filed by Luminvest 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 8,469 shares
    Change vs previous 13F +62 shares

    0.25% of the 13F portfolio, value $596,411.

    13F-HR 0001085146-25-002501 filed by Luminvest 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 8,407 shares
    Change vs previous 13F +105 shares

    0.23% of the 13F portfolio, value $575,294.

    13F-HR 0001085146-25-000572 filed by Luminvest 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 8,302 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $624,097.

    13F-HR 0001085146-24-005235 filed by Luminvest Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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