Smart Money Group LLC: BIV position timeline

Smart Money Group LLC held 128,920 BIV shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 128,920 shares

   Change vs previous 13F +10,564 shares

   2.54% of the 13F portfolio, value $9,888,164.

   13F-HR 0001728866-26-000005 filed by Smart Money Group LLC
   Filed 2026-07-29 (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).

2. period ended2026-03-31

   13F 118,356 shares

   Change vs previous 13F +18,835 shares

   2.66% of the 13F portfolio, value $9,134,707.

   13F-HR 0001728866-26-000004 filed by Smart Money Group LLC
   Filed 2026-05-05 (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).

3. period ended2025-12-31

   13F 99,521 shares

   Change vs previous 13F +17,179 shares

   2.26% of the 13F portfolio, value $7,750,723.

   13F-HR 0001728866-26-000001 filed by Smart Money Group LLC
   Filed 2026-01-30 (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).

4. period ended2025-09-30

   13F 82,342 shares

   Change vs previous 13F +31,062 shares

   1.9% of the 13F portfolio, value $6,430,124.

   13F-HR 0001728866-25-000004 filed by Smart Money Group LLC
   Filed 2025-11-12 (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).

5. period ended2025-06-30

   13F 51,280 shares

   Change vs previous 13F +6,076 shares

   1.24% of the 13F portfolio, value $3,965,963.

   13F-HR 0001765380-25-000302 filed by Smart Money Group LLC
   Filed 2025-08-06 (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).

6. period ended2025-03-31

   13F/A 45,204 shares

   Change vs previous 13F +8,154 shares

   1.18% of the 13F portfolio, value $3,461,283.

   13F-HR/A 0001765380-25-000217 filed by Smart Money Group LLC
   Filed 2025-05-12 (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).

7. period ended2024-12-31

   13F 37,050 shares

   Change vs previous 13F +4,712 shares

   0.96% of the 13F portfolio, value $2,768,724.

   13F-HR 0001728866-25-000001 filed by Smart Money Group 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).

8. period ended2024-09-30

   13F 32,338 shares

   Change vs previous 13F not available

   0.88% of the 13F portfolio, value $2,454,426.

   13F-HR 0001728866-24-000004 filed by Smart Money Group LLC
   Filed 2024-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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