BIDD β€” BLACKROCK ETF TRUST

Ownership history in ShoreHaven Wealth Partners, LLC  Β·  4 quarters on record

AI Ownership Summary

ShoreHaven Wealth Partners, LLC reported BLACKROCK ETF TRUST (BIDD) in 4 quarterly 13F filings from 2024 Q4 through 2025 Q3. Peak portfolio weight reached 0.24% in 2025 Q2. The latest visible filing shows BIDD at 0.22% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BIDD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ShoreHaven Wealth Partners, LLC's position in BLACKROCK ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

BIDD was reported at 0.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.24% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How ShoreHaven Wealth Partners, LLC held BIDD β€” position size vs. price
% of Fund (quarterly)    BIDD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 20,840 -915 -4.2% 0.22% $583K 2025-10-23 $28.21
2025 Q2 ADDED 21,755 +4,043 +22.8% 0.24% $594K 2025-07-29 $26.36
2025 Q1 ADDED 17,712 +1,102 +6.6% 0.22% $459K 2025-05-06 $25.76
2024 Q4 INITIATED 16,610 β€” β€” 0.19% $410K 2025-01-30 $25.35

FAQ About ShoreHaven Wealth Partners, LLC and BIDD

These are the practical questions this page is built to answer before you even open the full history table.

How long has ShoreHaven Wealth Partners, LLC reported owning BIDD?

ShoreHaven Wealth Partners, LLC reported BIDD across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q3.

What was the largest reported BIDD position in ShoreHaven Wealth Partners, LLC's portfolio?

The largest reported portfolio weight for BIDD was 0.24% in 2025 Q2.

What is the latest reported BIDD position on this page?

The most recent filing on this page is 2025 Q3, when ShoreHaven Wealth Partners, LLC reported 20,840 shares, equal to 0.22% of portfolio, with an estimated market value of $583K.

What does the chart on this BIDD ownership page compare?

The chart compares ShoreHaven Wealth Partners, LLC's quarterly BIDD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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