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Talon Private Wealth, LLC: BIV position timeline

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

Talon Private Wealth, LLC held 86 BIV shares at 2026-06-30 per its 13F-HR filed 2026-09-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 86 shares
    Change vs previous 13F -18,309 shares

    <0.01% of the 13F portfolio, value $6,606.

    13F-HR 0001990467-26-000004 filed by Talon Private Wealth, LLC
    Accepted , ingested

  2. period ended2026-03-31
    13F 18,395 shares
    Change vs previous 13F +8,531 shares

    0.19% of the 13F portfolio, value $1,419,742.

    13F-HR 0001990467-26-000001 filed by Talon Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 9,864 shares
    Change vs previous 13F +5,182 shares

    0.11% of the 13F portfolio, value $762,877.

    13F-HR 0001990467-25-000006 filed by Talon Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 4,682 shares
    Change vs previous 13F -1,301 shares

    0.05% of the 13F portfolio, value $358,536.

    13F-HR 0001990467-25-000005 filed by Talon Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F/A 5,983 shares
    Change vs previous 13F +3,285 shares

    0.09% of the 13F portfolio, value $447,132.

    13F-HR/A 0001990467-25-000003 filed by Talon Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 2,698 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $211,442.

    13F-HR 0001990467-25-000004 filed by Talon Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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