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Disclosery

VCI Wealth Management LLC: BIV position timeline

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

VCI Wealth Management LLC held 124,582 BIV shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 124,582 shares
    Change vs previous 13F -292 shares

    2.4% of the 13F portfolio, value $9,555,408.

    13F-HR 0002009388-26-000002 filed by VCI 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 124,874 shares
    Change vs previous 13F +12,497 shares

    2.67% of the 13F portfolio, value $9,637,788.

    13F-HR 0002085853-26-000440 filed by VCI 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 112,377 shares
    Change vs previous 13F +9,100 shares

    2.43% of the 13F portfolio, value $8,751,924.

    13F-HR 0002085853-26-000098 filed by VCI Wealth Management 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 103,277 shares
    Change vs previous 13F +5,628 shares

    2.45% of the 13F portfolio, value $8,064,911.

    13F-HR 0002085853-25-000098 filed by VCI Wealth Management 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 97,649 shares
    Change vs previous 13F +11,196 shares

    2.64% of the 13F portfolio, value $7,552,193.

    13F-HR 0001667731-25-001009 filed by VCI Wealth Management 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 86,453 shares
    Change vs previous 13F +6,651 shares

    2.78% of the 13F portfolio, value $6,619,687.

    13F-HR 0001667731-25-000595 filed by VCI Wealth Management 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/A 79,802 shares
    Change vs previous 13F +36,681 shares

    2.53% of the 13F portfolio, value $5,963,623.

    13F-HR/A 0001667731-25-000238 filed by VCI Wealth Management 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 43,121 shares
    Change vs previous 13F not available

    1.5% of the 13F portfolio, value $3,379,358.

    13F-HR 0002009388-24-000005 filed by VCI Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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