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Disclosery

WNY Asset Management, LLC: BIV position timeline

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

WNY Asset Management, LLC held 83,788 BIV shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 83,788 shares
    Change vs previous 13F +1,023 shares

    0.58% of the 13F portfolio, value $6,426,576.

    13F-HR 0002085853-26-001032 filed by WNY Asset 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 82,765 shares
    Change vs previous 13F +18,278 shares

    0.66% of the 13F portfolio, value $6,387,778.

    13F-HR 0002085853-26-000609 filed by WNY Asset 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 ended2025-09-30
    13F 64,487 shares
    Change vs previous 13F +1,459 shares

    0.48% of the 13F portfolio, value $5,035,769.

    13F-HR 0002085853-25-000279 filed by WNY Asset 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 ended2025-06-30
    13F 63,028 shares
    Change vs previous 13F +4,481 shares

    0.54% of the 13F portfolio, value $4,874,598.

    13F-HR 0001667731-25-001043 filed by WNY Asset 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 ended2025-03-31
    13F 58,547 shares
    Change vs previous 13F +54,651 shares

    0.53% of the 13F portfolio, value $4,482,921.

    13F-HR 0001667731-25-000592 filed by WNY Asset 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 ended2024-12-31
    13F 3,896 shares
    Change vs previous 13F -1,000 shares

    0.04% of the 13F portfolio, value $291,148.

    13F-HR 0001667731-25-000314 filed by WNY Asset 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 ended2024-09-30
    13F 4,896 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $383,700.

    13F-HR 0001803296-24-000004 filed by WNY Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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