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Disclosery

Neumann Capital Management, LLC: BIV position timeline

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

Neumann Capital Management, LLC held 218,277 BIV shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 218,277 shares
    Change vs previous 13F +401 shares

    11.07% of the 13F portfolio, value $16,741,828.

    13F-HR 0001754960-26-000475 filed by Neumann Capital Management, 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 217,876 shares
    Change vs previous 13F +32,637 shares

    4.95% of the 13F portfolio, value $16,815,652.

    13F-HR 0001754960-26-000229 filed by Neumann Capital Management, 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 185,239 shares
    Change vs previous 13F +23,044 shares

    4.17% of the 13F portfolio, value $14,426,439.

    13F-HR 0001754960-26-000059 filed by Neumann Capital Management, 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 162,195 shares
    Change vs previous 13F +9,729 shares

    3.7% of the 13F portfolio, value $12,665,833.

    13F-HR 0001754960-25-000678 filed by Neumann Capital Management, 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 152,466 shares
    Change vs previous 13F +10,517 shares

    3.71% of the 13F portfolio, value $11,791,746.

    13F-HR 0001754960-25-000413 filed by Neumann Capital Management, 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 141,949 shares
    Change vs previous 13F +13,317 shares

    3.76% of the 13F portfolio, value $10,869,060.

    13F-HR 0001754960-25-000201 filed by Neumann Capital Management, 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 128,632 shares
    Change vs previous 13F +23,211 shares

    3.19% of the 13F portfolio, value $9,612,694.

    13F-HR 0001754960-25-000048 filed by Neumann Capital Management, 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 105,421 shares
    Change vs previous 13F not available

    2.75% of the 13F portfolio, value $8,261,870.

    13F-HR 0001172661-24-004478 filed by Neumann Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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