Skip to content
Disclosery

Safir Wealth Advisors, LLC: BIV position timeline

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

Safir Wealth Advisors, LLC held 143,732 BIV shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 143,732 shares
    Change vs previous 13F +8,230 shares

    7.16% of the 13F portfolio, value $11,024,225.

    13F-HR 0001951757-26-000966 filed by Safir Wealth Advisors, 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 135,502 shares
    Change vs previous 13F -405 shares

    7.56% of the 13F portfolio, value $10,458,024.

    13F-HR 0001951757-26-000554 filed by Safir Wealth Advisors, 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 135,907 shares
    Change vs previous 13F +4,105 shares

    7.42% of the 13F portfolio, value $10,584,417.

    13F-HR 0001951757-26-000011 filed by Safir Wealth Advisors, 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 131,802 shares
    Change vs previous 13F -609 shares

    7.27% of the 13F portfolio, value $10,292,398.

    13F-HR 0001951757-25-001214 filed by Safir Wealth Advisors, 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 132,411 shares
    Change vs previous 13F +1,390 shares

    7.51% of the 13F portfolio, value $10,240,639.

    13F-HR 0001951757-25-000908 filed by Safir Wealth Advisors, 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 131,021 shares
    Change vs previous 13F +42,487 shares

    7.96% of the 13F portfolio, value $10,032,251.

    13F-HR 0001951757-25-000313 filed by Safir Wealth Advisors, 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 88,534 shares
    Change vs previous 13F +1,262 shares

    5.1% of the 13F portfolio, value $6,616,168.

    13F-HR 0001951757-25-000045 filed by Safir Wealth Advisors, 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 87,272 shares
    Change vs previous 13F not available

    5.26% of the 13F portfolio, value $6,839,503.

    13F-HR 0001951757-24-000994 filed by Safir Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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