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Disclosery

Northstar Financial Companies, Inc.: BIV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Northstar Financial Companies, Inc. on BIV, newest first. How the timeline and the estimate are built.

Northstar Financial Companies, Inc. held 17,472 BIV shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,472 shares
    Change vs previous 13F -629 shares

    0.9% of the 13F portfolio, value $1,340,077.

    13F-HR 0001765380-26-000307 filed by Northstar Financial Companies, Inc.
    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 18,101 shares
    Change vs previous 13F +1,290 shares

    1.11% of the 13F portfolio, value $1,397,040.

    13F-HR 0001765380-26-000147 filed by Northstar Financial Companies, Inc.
    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 16,811 shares
    Change vs previous 13F +10,058 shares

    1.04% of the 13F portfolio, value $1,309,212.

    13F-HR 0002059828-26-000001 filed by Northstar Financial Companies, Inc.
    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 6,753 shares
    Change vs previous 13F +1,921 shares

    0.49% of the 13F portfolio, value $527,372.

    13F-HR 0001765380-25-000466 filed by Northstar Financial Companies, Inc.
    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 4,832 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $373,707.

    13F-HR 0001765380-25-000327 filed by Northstar Financial Companies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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