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Disclosery

MONEYWISE, INC.: BIBL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MONEYWISE, INC. on BIBL, newest first. How the timeline and the estimate are built.

MONEYWISE, INC. held 43,254 BIBL shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,254 shares
    Change vs previous 13F -58,118 shares

    0.93% of the 13F portfolio, value $2,503,530.

    13F-HR 0001754960-26-000568 filed by MONEYWISE, INC.
    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 101,372 shares
    Change vs previous 13F -32,430 shares

    2.09% of the 13F portfolio, value $4,779,692.

    13F-HR 0001754960-26-000329 filed by MONEYWISE, INC.
    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 133,802 shares
    Change vs previous 13F +70,899 shares

    2.51% of the 13F portfolio, value $6,038,481.

    13F-HR 0001754960-26-000157 filed by MONEYWISE, INC.
    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 62,903 shares
    Change vs previous 13F +1,002 shares

    1.26% of the 13F portfolio, value $2,794,797.

    13F-HR 0001754960-25-000709 filed by MONEYWISE, INC.
    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 61,901 shares
    Change vs previous 13F -10,371 shares

    1.2% of the 13F portfolio, value $2,558,381.

    13F-HR 0001754960-25-000398 filed by MONEYWISE, INC.
    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 72,272 shares
    Change vs previous 13F +19,070 shares

    1.47% of the 13F portfolio, value $2,775,985.

    13F-HR 0001754960-25-000237 filed by MONEYWISE, INC.
    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 53,202 shares
    Change vs previous 13F +8,723 shares

    1.04% of the 13F portfolio, value $2,069,889.

    13F-HR 0001754960-25-000070 filed by MONEYWISE, INC.
    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 44,479 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $1,808,944.

    13F-HR 0001754960-24-000522 filed by MONEYWISE, INC.
    Filed (acceptance time not in the bulk data set), ingested

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