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WALLER FINANCIAL PLANNING GROUP, INC: BIV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WALLER FINANCIAL PLANNING GROUP, INC on BIV, newest first. How the timeline and the estimate are built.

WALLER FINANCIAL PLANNING GROUP, INC held 28,587 BIV shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 28,587 shares
    Change vs previous 13F -6,140 shares

    0.42% of the 13F portfolio, value $2,082,849.

    13F-HR 0001214659-26-012630 filed by WALLER FINANCIAL PLANNING GROUP, INC
    Accepted , ingested

  2. period ended2026-06-30
    13F 34,727 shares
    Change vs previous 13F -1,274 shares

    0.55% of the 13F portfolio, value $2,663,561.

    13F-HR 0001214659-26-008295 filed by WALLER FINANCIAL PLANNING GROUP, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 36,001 shares
    Change vs previous 13F +775 shares

    0.61% of the 13F portfolio, value $2,778,557.

    13F-HR 0001214659-26-004321 filed by WALLER FINANCIAL PLANNING GROUP, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 35,226 shares
    Change vs previous 13F -3,192 shares

    0.61% of the 13F portfolio, value $2,743,401.

    13F-HR 0001214659-26-000397 filed by WALLER FINANCIAL PLANNING GROUP, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 38,418 shares
    Change vs previous 13F -868 shares

    0.69% of the 13F portfolio, value $3,000,062.

    13F-HR 0001214659-25-014790 filed by WALLER FINANCIAL PLANNING GROUP, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 39,286 shares
    Change vs previous 13F +4,383 shares

    0.73% of the 13F portfolio, value $3,038,379.

    13F-HR 0001214659-25-009926 filed by WALLER FINANCIAL PLANNING GROUP, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 34,903 shares
    Change vs previous 13F -5,665 shares

    0.75% of the 13F portfolio, value $2,672,523.

    13F-HR 0001214659-25-005278 filed by WALLER FINANCIAL PLANNING GROUP, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 40,568 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $3,031,647.

    13F-HR 0001214659-25-000086 filed by WALLER FINANCIAL PLANNING GROUP, INC
    Filed (acceptance time not in the bulk data set), ingested

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