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Per Stirling Capital Management, LLC.: BIV position timeline

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

Per Stirling Capital Management, LLC. held 29,268 BIV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,268 shares
    Change vs previous 13F +137 shares

    0.21% of the 13F portfolio, value $2,244,818.

    13F-HR 0001689933-26-000005 filed by Per Stirling Capital Management, 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 29,131 shares
    Change vs previous 13F +1,338 shares

    0.25% of the 13F portfolio, value $2,248,324.

    13F-HR 0001689933-26-000003 filed by Per Stirling Capital Management, 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 27,793 shares
    Change vs previous 13F +2,135 shares

    0.24% of the 13F portfolio, value $2,164,530.

    13F-HR 0001689933-26-000001 filed by Per Stirling Capital Management, 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 25,658 shares
    Change vs previous 13F +2,527 shares

    0.24% of the 13F portfolio, value $2,003,618.

    13F-HR 0001689933-25-000006 filed by Per Stirling Capital Management, 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 23,131 shares
    Change vs previous 13F +103 shares

    0.23% of the 13F portfolio, value $1,788,944.

    13F-HR 0001689933-25-000004 filed by Per Stirling Capital Management, 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 23,028 shares
    Change vs previous 13F +874 shares

    0.25% of the 13F portfolio, value $1,763,286.

    13F-HR 0001689933-25-000003 filed by Per Stirling Capital Management, 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 22,154 shares
    Change vs previous 13F +2,925 shares

    0.23% of the 13F portfolio, value $1,655,538.

    13F-HR 0001689933-25-000002 filed by Per Stirling Capital Management, 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 19,229 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,506,940.

    13F-HR 0001689933-24-000006 filed by Per Stirling Capital Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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