Peninsula Wealth, LLC: BIV position timeline

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

Peninsula Wealth, LLC held 8,286 BIV shares at 2024-12-31 per its 13F-HR filed 2025-02-13.

the latest 13F is the newest step

period ended2024-12-31
13F 8,286 shares
Change vs previous 13F 0 shares
0.11% of the 13F portfolio, value $619,213.
13F-HR 0001085146-25-001267 filed by Peninsula Wealth, LLC
Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 8,286 shares
Change vs previous 13F 0 shares
0.11% of the 13F portfolio, value $640,094.
13F-HR 0001085146-24-005724 filed by Peninsula Wealth, LLC
Filed 2024-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-06-30
13F 8,286 shares
Change vs previous 13F 0 shares
0.12% of the 13F portfolio, value $628,825.
13F-HR 0001085146-24-003746 filed by Peninsula Wealth, LLC
Filed 2024-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-03-31
13F/A 8,286 shares
Change vs previous 13F +2,184 shares
0.12% of the 13F portfolio, value $624,764.
13F-HR/A 0001085146-24-002680 filed by Peninsula Wealth, LLC
Filed 2024-05-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-12-31
13F 6,102 shares
Change vs previous 13F 0 shares
0.1% of the 13F portfolio, value $466,071.
13F-HR 0001085146-24-001393 filed by Peninsula Wealth, LLC
Filed 2024-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-09-30
13F 6,102 shares
Change vs previous 13F 0 shares
0.1% of the 13F portfolio, value $434,157.
13F-HR 0001085146-23-004267 filed by Peninsula Wealth, LLC
Filed 2023-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-06-30
13F 6,102 shares
Change vs previous 13F 0 shares
0.12% of the 13F portfolio, value $459,053.
13F-HR 0001085146-23-003449 filed by Peninsula Wealth, LLC
Filed 2023-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-03-31
13F 6,102 shares
Change vs previous 13F not available
0.14% of the 13F portfolio, value $468,267.
13F-HR 0001085146-23-002274 filed by Peninsula Wealth, LLC
Filed 2023-05-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC
Acceptance time not in the bulk data set (spec §4.2).