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Disclosery

New Potomac Partners, LLC: BIV position timeline

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

New Potomac Partners, LLC held 17,296 BIV shares at 2024-09-30 per its 13F-HR filed 2024-11-08.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 17,296 shares
    Change vs previous 13F +1,552 shares

    0.7% of the 13F portfolio, value $1,355,488.

    13F-HR 0001731466-24-000004 filed by New Potomac Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-06-30
    13F 15,744 shares
    Change vs previous 13F +361 shares

    0.64% of the 13F portfolio, value $1,179,069.

    13F-HR 0001731466-24-000002 filed by New Potomac Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 15,383 shares
    Change vs previous 13F +545 shares

    0.64% of the 13F portfolio, value $1,159,879.

    13F-HR 0001731466-24-000001 filed by New Potomac Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-12-31
    13F 14,838 shares
    Change vs previous 13F +4,798 shares

    0.67% of the 13F portfolio, value $1,133,327.

    13F-HR 0001940416-24-000002 filed by New Potomac Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-09-30
    13F 10,040 shares
    Change vs previous 13F -174 shares

    0.5% of the 13F portfolio, value $725,993.

    13F-HR 0001731466-23-000003 filed by New Potomac Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-06-30
    13F 10,214 shares
    Change vs previous 13F +198 shares

    0.51% of the 13F portfolio, value $768,400.

    13F-HR 0001731466-23-000002 filed by New Potomac Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-03-31
    13F 10,016 shares
    Change vs previous 13F +626 shares

    0.53% of the 13F portfolio, value $768,628.

    13F-HR 0001104659-23-050140 filed by New Potomac Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-12-31
    13F 9,390 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $697,865.

    13F-HR 0001104659-23-004552 filed by New Potomac Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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