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Disclosery

VestGen Investment Management: BIV position timeline

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

VestGen Investment Management held 4,385 BIV shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,385 shares
    Change vs previous 13F -118 shares

    0.18% of the 13F portfolio, value $336,330.

    13F-HR 0001511739-26-000003 filed by VestGen Investment Management
    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 4,503 shares
    Change vs previous 13F -1,148 shares

    0.19% of the 13F portfolio, value $347,542.

    13F-HR 0001511739-26-000002 filed by VestGen Investment Management
    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 5,651 shares
    Change vs previous 13F -314 shares

    0.24% of the 13F portfolio, value $440,100.

    13F-HR 0001511739-26-000001 filed by VestGen Investment Management
    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 5,965 shares
    Change vs previous 13F +190 shares

    0.28% of the 13F portfolio, value $465,807.

    13F-HR 0001511739-25-000007 filed by VestGen Investment Management
    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 5,775 shares
    Change vs previous 13F -585 shares

    0.32% of the 13F portfolio, value $446,639.

    13F-HR 0001511739-25-000005 filed by VestGen Investment Management
    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 6,360 shares
    Change vs previous 13F -19,801 shares

    0.37% of the 13F portfolio, value $486,985.

    13F-HR 0001511739-25-000004 filed by VestGen Investment Management
    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 26,161 shares
    Change vs previous 13F -81 shares

    0.53% of the 13F portfolio, value $1,955,012.

    13F-HR 0001511739-25-000001 filed by VestGen Investment Management
    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 26,242 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $2,056,586.

    13F-HR 0001511739-24-000004 filed by VestGen Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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