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True Link Financial Advisors, LLC: BIV position timeline

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

True Link Financial Advisors, LLC held 5,706,056 BIV shares at 2026-06-30 per its 13F-HR/A filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 5,706,056 shares
    Change vs previous 13F +348,288 shares

    25.31% of the 13F portfolio, value $437,654,525.

    13F-HR/A 0001846236-26-000006 filed by True Link Financial Advisors, 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/A 5,357,768 shares
    Change vs previous 13F +132,227 shares

    25.54% of the 13F portfolio, value $413,512,565.

    13F-HR/A 0001846236-26-000003 filed by True Link Financial Advisors, 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 5,225,541 shares
    Change vs previous 13F +373,290 shares

    24.72% of the 13F portfolio, value $406,965,164.

    13F-HR 0001846236-26-000001 filed by True Link Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 4,852,251 shares
    Change vs previous 13F +289,758 shares

    24.38% of the 13F portfolio, value $378,912,311.

    13F-HR 0001846236-25-000009 filed by True Link Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 4,562,493 shares
    Change vs previous 13F +159,670 shares

    24.35% of the 13F portfolio, value $352,863,239.

    13F-HR 0001846236-25-000006 filed by True Link Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 4,402,823 shares
    Change vs previous 13F +449,895 shares

    25.16% of the 13F portfolio, value $337,124,187.

    13F-HR 0001846236-25-000002 filed by True Link Financial Advisors, LLC
    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 3,952,928 shares
    Change vs previous 13F +245,701 shares

    24.79% of the 13F portfolio, value $295,402,339.

    13F-HR 0001846236-25-000001 filed by True Link Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 3,707,227 shares
    Change vs previous 13F not available

    24.67% of the 13F portfolio, value $290,535,411.

    13F-HR 0001846236-24-000006 filed by True Link Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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