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Disclosery

Pearl Planning LLC: BIV position timeline

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

Pearl Planning LLC held 14,191 BIV shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,191 shares
    Change vs previous 13F -878 shares

    0.5% of the 13F portfolio, value $1,088,441.

    13F-HR 0002100519-26-000004 filed by Pearl Planning 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 15,069 shares
    Change vs previous 13F 0 shares

    0.62% of the 13F portfolio, value $1,163,017.

    13F-HR 0002100519-26-000003 filed by Pearl Planning 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 15,069 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $1,173,565.

    13F-HR 0002100519-26-000001 filed by Pearl Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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