Scott Capital Advisors, LLC: BIV position timeline

Scott Capital Advisors, LLC held 705,655 BIV shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 705,655 shares

   Change vs previous 13F +28,426 shares

   7.38% of the 13F portfolio, value $51,357,575.

   13F-HR 0001085146-26-000886 filed by Scott Capital Advisors, LLC
   Accepted 2026-10-10 01:05:43 UTC, ingested 2026-10-13 10:02:13 UTC

2. period ended2026-06-30

   13F 677,229 shares

   Change vs previous 13F +36,243 shares

   8.14% of the 13F portfolio, value $51,943,483.

   13F-HR 0001905673-26-000003 filed by Scott Capital Advisors, LLC
   Filed 2026-07-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

3. period ended2026-03-31

   13F 640,986 shares

   Change vs previous 13F +86,224 shares

   10.03% of the 13F portfolio, value $49,458,483.

   13F-HR 0001905673-26-000002 filed by Scott Capital Advisors, LLC
   Filed 2026-04-15 (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).

4. period ended2025-12-31

   13F 554,762 shares

   Change vs previous 13F +26,425 shares

   9.57% of the 13F portfolio, value $43,204,835.

   13F-HR 0001905673-26-000001 filed by Scott Capital Advisors, LLC
   Filed 2026-01-12 (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).

5. period ended2025-09-30

   13F 528,337 shares

   Change vs previous 13F +203,707 shares

   9.33% of the 13F portfolio, value $41,205,007.

   13F-HR 0001905673-25-000003 filed by Scott Capital Advisors, LLC
   Filed 2025-10-16 (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).

6. period ended2025-06-30

   13F 324,630 shares

   Change vs previous 13F +7,271 shares

   6.75% of the 13F portfolio, value $24,905,594.

   13F-HR 0001085146-25-003768 filed by Scott Capital Advisors, LLC
   Filed 2025-07-11 (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).

7. period ended2025-03-31

   13F 317,359 shares

   Change vs previous 13F +6,327 shares

   7.25% of the 13F portfolio, value $24,300,216.

   13F-HR 0001085146-25-002138 filed by Scott Capital Advisors, LLC
   Filed 2025-04-17 (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).

8. period ended2024-12-31

   13F 311,032 shares

   Change vs previous 13F not available

   6.6% of the 13F portfolio, value $22,947,977.

   13F-HR 0001085146-25-000256 filed by Scott Capital Advisors, LLC
   Filed 2025-01-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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