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Stephenson & Company, Inc.: BIV position timeline

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

Stephenson & Company, Inc. held 155,421 BIV shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 155,421 shares
    Change vs previous 13F +3,420 shares

    5.58% of the 13F portfolio, value $11,920,791.

    13F-HR 0001172661-26-002880 filed by Stephenson & Company, 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 152,001 shares
    Change vs previous 13F +9,945 shares

    6.36% of the 13F portfolio, value $11,731,437.

    13F-HR 0001172661-26-001723 filed by Stephenson & Company, 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 142,056 shares
    Change vs previous 13F +4,679 shares

    6.08% of the 13F portfolio, value $11,063,321.

    13F-HR 0001172661-26-000330 filed by Stephenson & Company, 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 137,377 shares
    Change vs previous 13F +940 shares

    6.16% of the 13F portfolio, value $10,727,770.

    13F-HR 0001172661-25-004338 filed by Stephenson & Company, 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 136,437 shares
    Change vs previous 13F +1,458 shares

    6.41% of the 13F portfolio, value $10,552,038.

    13F-HR 0001172661-25-002974 filed by Stephenson & Company, 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 134,979 shares
    Change vs previous 13F +99 shares

    6.72% of the 13F portfolio, value $10,335,342.

    13F-HR 0001172661-25-001602 filed by Stephenson & Company, 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 134,880 shares
    Change vs previous 13F +3,171 shares

    6.78% of the 13F portfolio, value $10,079,582.

    13F-HR 0001172661-25-000339 filed by Stephenson & Company, 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 131,709 shares
    Change vs previous 13F not available

    6.99% of the 13F portfolio, value $10,322,034.

    13F-HR 0001172661-24-004367 filed by Stephenson & Company, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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