Skip to content
Disclosery

Successful Portfolios LLC: BIV position timeline

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

Successful Portfolios LLC held 26,918 BIV shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 26,918 shares
    Change vs previous 13F +1,106 shares

    0.9% of the 13F portfolio, value $1,954,008.

    13F-HR 0001085146-26-000857 filed by Successful Portfolios LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 25,812 shares
    Change vs previous 13F +6,537 shares

    0.92% of the 13F portfolio, value $1,962,480.

    13F-HR 0001721780-26-000005 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 19,275 shares
    Change vs previous 13F +7,638 shares

    0.82% of the 13F portfolio, value $1,486,829.

    13F-HR 0001721780-26-000002 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 11,637 shares
    Change vs previous 13F +2,073 shares

    0.46% of the 13F portfolio, value $907,221.

    13F-HR 0001721780-26-000001 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 9,564 shares
    Change vs previous 13F +417 shares

    0.44% of the 13F portfolio, value $746,853.

    13F-HR 0001721780-25-000002 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 9,147 shares
    Change vs previous 13F -1 shares

    0.43% of the 13F portfolio, value $707,429.

    13F-HR 0001085146-25-003992 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 9,148 shares
    Change vs previous 13F +430 shares

    0.48% of the 13F portfolio, value $700,462.

    13F-HR 0001085146-25-002063 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 8,718 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $651,496.

    13F-HR 0001085146-25-000241 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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