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Disclosery

MA Private Wealth: BIV position timeline

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

MA Private Wealth held 102,755 BIV shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 102,755 shares
    Change vs previous 13F -5,714 shares

    1.17% of the 13F portfolio, value $7,881,309.

    13F-HR 0001765380-26-000229 filed by MA Private Wealth
    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 108,469 shares
    Change vs previous 13F -7,266 shares

    1.42% of the 13F portfolio, value $8,371,637.

    13F-HR 0001765380-26-000186 filed by MA Private Wealth
    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 115,735 shares
    Change vs previous 13F -1,361 shares

    1.5% of the 13F portfolio, value $9,013,442.

    13F-HR 0001765380-26-000061 filed by MA Private Wealth
    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 117,096 shares
    Change vs previous 13F -7,252 shares

    1.54% of the 13F portfolio, value $9,144,027.

    13F-HR 0001765380-25-000437 filed by MA Private Wealth
    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 124,348 shares
    Change vs previous 13F -1,840 shares

    1.72% of the 13F portfolio, value $9,617,074.

    13F-HR 0001765380-25-000263 filed by MA Private Wealth
    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 126,188 shares
    Change vs previous 13F -3,449 shares

    1.82% of the 13F portfolio, value $9,662,215.

    13F-HR 0001765380-25-000158 filed by MA Private Wealth
    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 129,637 shares
    Change vs previous 13F +1,413 shares

    1.81% of the 13F portfolio, value $9,687,773.

    13F-HR 0001765380-25-000012 filed by MA Private Wealth
    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 128,224 shares
    Change vs previous 13F not available

    1.88% of the 13F portfolio, value $10,048,915.

    13F-HR 0001765380-24-000399 filed by MA Private Wealth
    Filed (acceptance time not in the bulk data set), ingested

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