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Disclosery

MOTCO: BIV position timeline

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

MOTCO held 20,212 BIV shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,212 shares
    Change vs previous 13F -1,088 shares

    0.13% of the 13F portfolio, value $1,550,260.

    13F-HR 0001306333-26-000006 filed by MOTCO
    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 21,300 shares
    Change vs previous 13F -3,646 shares

    0.15% of the 13F portfolio, value $1,643,934.

    13F-HR 0001306333-26-000004 filed by MOTCO
    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 24,946 shares
    Change vs previous 13F +691 shares

    0.18% of the 13F portfolio, value $1,942,794.

    13F-HR 0001306333-26-000002 filed by MOTCO
    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 24,255 shares
    Change vs previous 13F -302 shares

    0.17% of the 13F portfolio, value $1,894,073.

    13F-HR 0001306333-25-000009 filed by MOTCO
    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 24,557 shares
    Change vs previous 13F +5,188 shares

    0.18% of the 13F portfolio, value $1,888,188.

    13F-HR 0001306333-25-000006 filed by MOTCO
    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 19,369 shares
    Change vs previous 13F +7,919 shares

    0.16% of the 13F portfolio, value $1,483,084.

    13F-HR 0001306333-25-000004 filed by MOTCO
    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 11,450 shares
    Change vs previous 13F -581 shares

    0.09% of the 13F portfolio, value $855,658.

    13F-HR 0001306333-25-000002 filed by MOTCO
    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 12,031 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $942,870.

    13F-HR 0001306333-24-000008 filed by MOTCO
    Filed (acceptance time not in the bulk data set), ingested

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