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MBA Advisors LLC: BIV position timeline

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

MBA Advisors LLC held 250,000 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 250,000 shares
    Change vs previous 13F +30,498 shares

    6.53% of the 13F portfolio, value $19,174,967.

    13F-HR 0001848704-26-000003 filed by MBA Advisors 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 219,502 shares
    Change vs previous 13F +17,177 shares

    6.51% of the 13F portfolio, value $16,941,150.

    13F-HR 0001848704-26-000002 filed by MBA Advisors 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 202,325 shares
    Change vs previous 13F +10,866 shares

    6.35% of the 13F portfolio, value $15,757,098.

    13F-HR 0001848704-26-000001 filed by MBA Advisors 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 191,459 shares
    Change vs previous 13F +11,003 shares

    6.39% of the 13F portfolio, value $14,951,066.

    13F-HR 0001848704-25-000002 filed by MBA Advisors 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 180,456 shares
    Change vs previous 13F +3,248 shares

    6.44% of the 13F portfolio, value $13,956,447.

    13F-HR 0001085146-25-003959 filed by MBA Advisors 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 177,208 shares
    Change vs previous 13F +39,527 shares

    6.72% of the 13F portfolio, value $13,568,821.

    13F-HR 0001085146-25-002414 filed by MBA Advisors 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 137,681 shares
    Change vs previous 13F -857 shares

    5.22% of the 13F portfolio, value $10,288,874.

    13F-HR 0001085146-25-000583 filed by MBA Advisors 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 138,538 shares
    Change vs previous 13F not available

    5.21% of the 13F portfolio, value $10,857,223.

    13F-HR 0001085146-24-005131 filed by MBA Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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