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Disclosery

Wela Strategies, Inc.: BIV position timeline

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

Wela Strategies, Inc. held 35,521 BIV shares at 2025-09-30 per its 13F-HR filed 2025-10-24.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 35,521 shares
    Change vs previous 13F -164 shares

    1.05% of the 13F portfolio, value $2,773,813.

    13F-HR 0001062993-25-016282 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 35,685 shares
    Change vs previous 13F -219 shares

    1.09% of the 13F portfolio, value $2,759,887.

    13F-HR 0001062993-25-012849 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 35,904 shares
    Change vs previous 13F +25,731 shares

    1.16% of the 13F portfolio, value $2,749,179.

    13F-HR 0001062993-25-007421 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 10,173 shares
    Change vs previous 13F -23,511 shares

    0.1% of the 13F portfolio, value $231,636.

    13F-HR 0001062993-25-000723 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 33,684 shares
    Change vs previous 13F -8,634 shares

    1.15% of the 13F portfolio, value $2,639,771.

    13F-HR 0001062993-24-017762 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 42,318 shares
    Change vs previous 13F +808 shares

    1.48% of the 13F portfolio, value $3,169,165.

    13F-HR 0001644329-24-000002 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 41,510 shares
    Change vs previous 13F -3,137 shares

    1.48% of the 13F portfolio, value $3,129,806.

    13F-HR 0001582732-24-000005 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 44,647 shares
    Change vs previous 13F not available

    1.83% of the 13F portfolio, value $3,410,944.

    13F-HR 0001582732-24-000002 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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