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Mutual Advisors, LLC: BIV position timeline

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

Mutual Advisors, LLC held 92,757 BIV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 92,757 shares
    Change vs previous 13F +1,342 shares

    0.13% of the 13F portfolio, value $7,114,488.

    13F-HR 0001986152-26-000154 filed by Mutual 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 91,415 shares
    Change vs previous 13F +6,429 shares

    0.15% of the 13F portfolio, value $7,055,390.

    13F-HR 0001986152-26-000054 filed by Mutual 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 84,986 shares
    Change vs previous 13F +4,097 shares

    0.14% of the 13F portfolio, value $6,618,722.

    13F-HR 0001986152-26-000005 filed by Mutual 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 80,889 shares
    Change vs previous 13F -1,116 shares

    0.14% of the 13F portfolio, value $6,363,568.

    13F-HR 0001986152-25-000100 filed by Mutual 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 82,005 shares
    Change vs previous 13F +16,093 shares

    0.16% of the 13F portfolio, value $6,298,821.

    13F-HR 0001986152-25-000050 filed by Mutual 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 65,912 shares
    Change vs previous 13F -1,443 shares

    0.14% of the 13F portfolio, value $5,044,918.

    13F-HR 0001986152-25-000037 filed by Mutual 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 67,355 shares
    Change vs previous 13F -5,531 shares

    0.15% of the 13F portfolio, value $5,033,423.

    13F-HR 0001986152-25-000002 filed by Mutual 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 72,886 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $5,566,277.

    13F-HR 0001986152-24-000046 filed by Mutual Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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