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Disclosery

Sagace Wealth Management LLC: BIV position timeline

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

Sagace Wealth Management LLC held 83,048 BIV shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 83,048 shares
    Change vs previous 13F -776 shares

    4.03% of the 13F portfolio, value $6,369,782.

    13F-HR 0002027449-26-000003 filed by Sagace Wealth 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 83,824 shares
    Change vs previous 13F +929 shares

    4.39% of the 13F portfolio, value $6,469,536.

    13F-HR 0002027449-26-000002 filed by Sagace Wealth 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 82,895 shares
    Change vs previous 13F +1,348 shares

    4.39% of the 13F portfolio, value $6,455,863.

    13F-HR 0002027449-26-000001 filed by Sagace Wealth 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 81,547 shares
    Change vs previous 13F +39,443 shares

    4.34% of the 13F portfolio, value $6,368,005.

    13F-HR 0002027449-25-000007 filed by Sagace Wealth 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 42,104 shares
    Change vs previous 13F -527 shares

    2.43% of the 13F portfolio, value $3,256,323.

    13F-HR 0002027449-25-000004 filed by Sagace Wealth 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 42,631 shares
    Change vs previous 13F -319 shares

    2.47% of the 13F portfolio, value $3,264,256.

    13F-HR 0002027449-25-000002 filed by Sagace Wealth 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 42,950 shares
    Change vs previous 13F -9,572 shares

    2.41% of the 13F portfolio, value $3,209,654.

    13F-HR 0002027449-25-000001 filed by Sagace Wealth 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 52,522 shares
    Change vs previous 13F not available

    3.12% of the 13F portfolio, value $4,035,790.

    13F-HR 0002027449-24-000002 filed by Sagace Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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