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Mustard Seed Financial, LLC: BIV position timeline

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

Mustard Seed Financial, LLC held 156,050 BIV shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 156,050 shares
    Change vs previous 13F +22,982 shares

    6.22% of the 13F portfolio, value $11,969,024.

    13F-HR 0001172661-26-003101 filed by Mustard Seed Financial, 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 133,068 shares
    Change vs previous 13F +5,934 shares

    6.15% of the 13F portfolio, value $10,270,210.

    13F-HR 0001172661-26-001541 filed by Mustard Seed Financial, 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 127,134 shares
    Change vs previous 13F -1,620 shares

    6.22% of the 13F portfolio, value $9,901,195.

    13F-HR 0001172661-26-000292 filed by Mustard Seed Financial, 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 128,754 shares
    Change vs previous 13F +952 shares

    6.46% of the 13F portfolio, value $10,054,432.

    13F-HR 0001172661-25-004333 filed by Mustard Seed Financial, 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 127,802 shares
    Change vs previous 13F +5,038 shares

    7.12% of the 13F portfolio, value $9,884,227.

    13F-HR 0001172661-25-002638 filed by Mustard Seed Financial, 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 122,764 shares
    Change vs previous 13F +10,873 shares

    7.56% of the 13F portfolio, value $9,400,041.

    13F-HR 0001172661-25-001695 filed by Mustard Seed Financial, 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 111,891 shares
    Change vs previous 13F +8,468 shares

    6.79% of the 13F portfolio, value $8,361,615.

    13F-HR 0001172661-25-000252 filed by Mustard Seed Financial, 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 103,423 shares
    Change vs previous 13F not available

    6.73% of the 13F portfolio, value $8,105,261.

    13F-HR 0001172661-24-004253 filed by Mustard Seed Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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