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Disclosery

Richmond Brothers, Inc.: BIV position timeline

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

Richmond Brothers, Inc. held 30,208 BIV shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,208 shares
    Change vs previous 13F -26,708 shares

    1.2% of the 13F portfolio, value $2,316,865.

    13F-HR 0001540462-26-000003 filed by Richmond Brothers, Inc.
    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 56,916 shares
    Change vs previous 13F -14,665 shares

    2.93% of the 13F portfolio, value $4,392,664.

    13F-HR 0001540462-26-000002 filed by Richmond Brothers, Inc.
    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 71,581 shares
    Change vs previous 13F -25,057 shares

    3.55% of the 13F portfolio, value $5,574,693.

    13F-HR 0001540462-26-000001 filed by Richmond Brothers, Inc.
    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 96,638 shares
    Change vs previous 13F -24,217 shares

    4.76% of the 13F portfolio, value $7,546,447.

    13F-HR 0001540462-25-000004 filed by Richmond Brothers, Inc.
    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 120,855 shares
    Change vs previous 13F -58,872 shares

    6.12% of the 13F portfolio, value $9,346,837.

    13F-HR 0001085146-25-004717 filed by Richmond Brothers, Inc.
    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 179,727 shares
    Change vs previous 13F +109,201 shares

    8.7% of the 13F portfolio, value $13,761,666.

    13F-HR 0001085146-25-002571 filed by Richmond Brothers, Inc.
    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 70,526 shares
    Change vs previous 13F +26,613 shares

    3.38% of the 13F portfolio, value $5,270,346.

    13F-HR 0001085146-25-000954 filed by Richmond Brothers, Inc.
    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 43,913 shares
    Change vs previous 13F not available

    2.12% of the 13F portfolio, value $3,441,373.

    13F-HR 0001085146-24-005489 filed by Richmond Brothers, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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