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Disclosery

Partners in Financial Planning: BIV position timeline

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

Partners in Financial Planning held 16,186 BIV shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,186 shares
    Change vs previous 13F -1,934 shares

    0.19% of the 13F portfolio, value $1,241,496.

    13F-HR 0002054264-26-000004 filed by Partners in Financial Planning
    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 18,120 shares
    Change vs previous 13F +19 shares

    0.23% of the 13F portfolio, value $1,398,513.

    13F-HR 0002054264-26-000002 filed by Partners in Financial Planning
    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 18,101 shares
    Change vs previous 13F +67 shares

    0.24% of the 13F portfolio, value $1,409,710.

    13F-HR 0002054264-26-000001 filed by Partners in Financial Planning
    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 18,034 shares
    Change vs previous 13F +87 shares

    0.24% of the 13F portfolio, value $1,408,284.

    13F-HR 0002054264-25-000023 filed by Partners in Financial Planning
    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 17,947 shares
    Change vs previous 13F +133 shares

    0.26% of the 13F portfolio, value $1,387,993.

    13F-HR 0002054264-25-000021 filed by Partners in Financial Planning
    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 17,814 shares
    Change vs previous 13F -959 shares

    0.27% of the 13F portfolio, value $1,364,032.

    13F-HR 0002054264-25-000011 filed by Partners in Financial Planning
    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 18,773 shares
    Change vs previous 13F +229 shares

    0.29% of the 13F portfolio, value $1,402,926.

    13F-HR 0002054264-25-000002 filed by Partners in Financial Planning
    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 18,544 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,453,330.

    13F-HR 0002054264-25-000003 filed by Partners in Financial Planning
    Filed (acceptance time not in the bulk data set), ingested

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