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NAPLES GLOBAL ADVISORS, LLC: BIV position timeline

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

NAPLES GLOBAL ADVISORS, LLC held 119,009 BIV shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 119,009 shares
    Change vs previous 13F +14,617 shares

    0.56% of the 13F portfolio, value $9,127,991.

    13F-HR 0001582151-26-000007 filed by NAPLES GLOBAL 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 104,392 shares
    Change vs previous 13F +19,193 shares

    0.59% of the 13F portfolio, value $8,056,975.

    13F-HR 0001582151-26-000002 filed by NAPLES GLOBAL 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 85,199 shares
    Change vs previous 13F +15,937 shares

    0.5% of the 13F portfolio, value $6,635,299.

    13F-HR 0001582151-26-000001 filed by NAPLES GLOBAL 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 69,262 shares
    Change vs previous 13F +10,970 shares

    0.42% of the 13F portfolio, value $5,408,670.

    13F-HR 0001582151-25-000008 filed by NAPLES GLOBAL 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 58,292 shares
    Change vs previous 13F +18,514 shares

    0.39% of the 13F portfolio, value $4,508,304.

    13F-HR 0001582151-25-000003 filed by NAPLES GLOBAL 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 39,778 shares
    Change vs previous 13F +6,720 shares

    0.29% of the 13F portfolio, value $3,045,802.

    13F-HR 0001582151-25-000002 filed by NAPLES GLOBAL 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 33,058 shares
    Change vs previous 13F +428 shares

    0.23% of the 13F portfolio, value $2,470,425.

    13F-HR 0001582151-25-000001 filed by NAPLES GLOBAL 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 32,630 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $2,557,214.

    13F-HR 0001582151-24-000006 filed by NAPLES GLOBAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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