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SHEPHERD KAPLAN KROCHUK, LLC: BIV position timeline

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

SHEPHERD KAPLAN KROCHUK, LLC held 14,777 BIV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,777 shares
    Change vs previous 13F +160 shares

    0.9% of the 13F portfolio, value $1,133,366.

    13F-HR 0000919574-26-005448 filed by SHEPHERD KAPLAN KROCHUK, 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 14,617 shares
    Change vs previous 13F +98 shares

    0.95% of the 13F portfolio, value $1,128,109.

    13F-HR 0000919574-26-003276 filed by SHEPHERD KAPLAN KROCHUK, 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 14,519 shares
    Change vs previous 13F +3,349 shares

    0.93% of the 13F portfolio, value $1,130,701.

    13F-HR 0000919574-26-000962 filed by SHEPHERD KAPLAN KROCHUK, 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 11,170 shares
    Change vs previous 13F +3,274 shares

    0.72% of the 13F portfolio, value $872,231.

    13F-HR 0000919574-25-006712 filed by SHEPHERD KAPLAN KROCHUK, 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 7,896 shares
    Change vs previous 13F +80 shares

    0.53% of the 13F portfolio, value $610,654.

    13F-HR 0000919574-25-004649 filed by SHEPHERD KAPLAN KROCHUK, 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 7,816 shares
    Change vs previous 13F +4,623 shares

    0.51% of the 13F portfolio, value $598,455.

    13F-HR 0000919574-25-003040 filed by SHEPHERD KAPLAN KROCHUK, 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 3,193 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $238,613.

    13F-HR 0000919574-25-001155 filed by SHEPHERD KAPLAN KROCHUK, 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 3,193 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $250,235.

    13F-HR 0000919574-24-006588 filed by SHEPHERD KAPLAN KROCHUK, LLC
    Filed (acceptance time not in the bulk data set), ingested

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