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NewEdge Advisors, LLC: BIV position timeline

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

NewEdge Advisors, LLC held 227,199 BIV shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 227,199 shares
    Change vs previous 13F +25,397 shares

    0.05% of the 13F portfolio, value $17,426,108.

    13F-HR 0001213900-26-088240 filed by NewEdge 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/A 201,802 shares
    Change vs previous 13F -7,627 shares

    0.06% of the 13F portfolio, value $15,575,101.

    13F-HR/A 0001213900-26-064375 filed by NewEdge 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 209,429 shares
    Change vs previous 13F +18,337 shares

    0.06% of the 13F portfolio, value $16,310,240.

    13F-HR 0001213900-26-017857 filed by NewEdge 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 191,092 shares
    Change vs previous 13F +2,939 shares

    0.07% of the 13F portfolio, value $14,922,432.

    13F-HR 0001213900-25-111189 filed by NewEdge 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 188,153 shares
    Change vs previous 13F +3,243 shares

    0.08% of the 13F portfolio, value $14,551,713.

    13F-HR 0001213900-25-076165 filed by NewEdge 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 184,910 shares
    Change vs previous 13F +11,223 shares

    0.08% of the 13F portfolio, value $14,158,582.

    13F-HR 0001213900-25-043870 filed by NewEdge 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 173,687 shares
    Change vs previous 13F +25,188 shares

    0.08% of the 13F portfolio, value $12,979,620.

    13F-HR 0001213900-25-013610 filed by NewEdge 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 148,499 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $11,637,886.

    13F-HR 0001213900-24-097991 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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