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TSA Wealth Managment LLC: BIV position timeline

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

TSA Wealth Managment LLC held 46,677 BIV shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 46,677 shares
    Change vs previous 13F +12,649 shares

    1.01% of the 13F portfolio, value $3,580,126.

    13F-HR 0001963669-26-000003 filed by TSA Wealth Managment 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 34,028 shares
    Change vs previous 13F +2,415 shares

    0.85% of the 13F portfolio, value $2,626,281.

    13F-HR 0001963669-26-000002 filed by TSA Wealth Managment 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 31,613 shares
    Change vs previous 13F -451 shares

    0.82% of the 13F portfolio, value $2,462,020.

    13F-HR 0001963669-26-000001 filed by TSA Wealth Managment 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 32,064 shares
    Change vs previous 13F -1,370 shares

    0.85% of the 13F portfolio, value $2,503,878.

    13F-HR 0001963669-25-000006 filed by TSA Wealth Managment 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 33,434 shares
    Change vs previous 13F +604 shares

    0.94% of the 13F portfolio, value $2,585,786.

    13F-HR 0001963669-25-000003 filed by TSA Wealth Managment 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 32,830 shares
    Change vs previous 13F +23,824 shares

    1% of the 13F portfolio, value $2,513,793.

    13F-HR 0001963669-25-000002 filed by TSA Wealth Managment 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 9,006 shares
    Change vs previous 13F +313 shares

    0.27% of the 13F portfolio, value $673,018.

    13F-HR 0001963669-25-000001 filed by TSA Wealth Managment 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 8,693 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $681,270.

    13F-HR 0001963669-24-000006 filed by TSA Wealth Managment LLC
    Filed (acceptance time not in the bulk data set), ingested

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