Refined Wealth Management: BIV position timeline

Refined Wealth Management held 0 BIV shares at 2026-03-31 per its 13F-HR filed 2026-04-21.

the latest 13F is the newest step

1. period ended2026-03-31

   13F 0 shares

   Change vs previous 13F -98,070 shares

   13F-HR 0001724729-26-000003 filed by Refined Wealth Management
   Filed 2026-04-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-12-31

   13F 98,070 shares

   Change vs previous 13F -3,727 shares

   5.14% of the 13F portfolio, value $7,637,692.

   13F-HR 0001724729-26-000001 filed by Refined Wealth Management
   Filed 2026-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

3. period ended2025-09-30

   13F 101,797 shares

   Change vs previous 13F +4,575 shares

   5.11% of the 13F portfolio, value $7,949,328.

   13F-HR 0001724729-25-000008 filed by Refined Wealth Management
   Filed 2025-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

4. period ended2025-06-30

   13F 97,222 shares

   Change vs previous 13F +178 shares

   5.17% of the 13F portfolio, value $7,519,149.

   13F-HR 0001724729-25-000005 filed by Refined Wealth Management
   Filed 2025-07-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

5. period ended2025-03-31

   13F 97,044 shares

   Change vs previous 13F not available

   6.08% of the 13F portfolio, value $7,430,659.

   13F-HR 0001724729-25-000003 filed by Refined Wealth Management
   Filed 2025-04-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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