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Nalls Sherbakoff Group, LLC: BIV position timeline

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

Nalls Sherbakoff Group, LLC held 15,348 BIV shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,348 shares
    Change vs previous 13F -848 shares

    0.84% of the 13F portfolio, value $1,177,181.

    13F-HR 0001437749-26-028140 filed by Nalls Sherbakoff Group, 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 16,196 shares
    Change vs previous 13F -22 shares

    0.92% of the 13F portfolio, value $1,250,026.

    13F-HR 0001437749-26-028139 filed by Nalls Sherbakoff Group, 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 16,218 shares
    Change vs previous 13F -2,659 shares

    0.91% of the 13F portfolio, value $1,263,048.

    13F-HR 0001437749-26-007920 filed by Nalls Sherbakoff Group, 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 18,877 shares
    Change vs previous 13F +269 shares

    0.99% of the 13F portfolio, value $1,474,087.

    13F-HR 0001437749-26-007926 filed by Nalls Sherbakoff Group, 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 18,608 shares
    Change vs previous 13F -95 shares

    1.05% of the 13F portfolio, value $1,439,173.

    13F-HR 0001437749-26-007925 filed by Nalls Sherbakoff Group, 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 18,703 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $1,432,080.

    13F-HR 0001437749-26-007924 filed by Nalls Sherbakoff Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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