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Disclosery

STONE LOFT WEALTH MANAGEMENT LLC: BIV position timeline

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

STONE LOFT WEALTH MANAGEMENT LLC held 3,046 BIV shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,046 shares
    Change vs previous 13F -310 shares

    0.13% of the 13F portfolio, value $231,921.

    13F-HR 0001951757-26-001066 filed by STONE LOFT 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 3,356 shares
    Change vs previous 13F +428 shares

    0.19% of the 13F portfolio, value $258,999.

    13F-HR 0001951757-26-000802 filed by STONE LOFT 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 2,928 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $228,033.

    13F-HR 0001951757-26-000890 filed by STONE LOFT WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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