Position in BIV
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$427,065
-$2,673 QoQ
Shares Held
5,568
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#169
of 252 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BIV Over Time
Shares Held
Position Value (USD)
All Filings in BIV
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $427,065 | 5,568 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $429,738 | 5,568 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $433,246 | 5,563 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $444,410 | 5,691 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $415,393 | 5,371 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $392,497 | 5,126 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $385,681 | 5,161 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $411,050 | 5,245 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $387,930 | 5,180 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $275,511 | 3,654 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $279,092 | 3,654 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $264,220 | 3,654 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $274,890 | 3,654 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $280,407 | 3,654 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $271,565 | 3,654 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $268,495 | 3,654 | Shares | Sole | 2022-11-21 | |
| 2022-06-30 | $283,733 | 3,654 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $295,167 | 3,604 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $324,544 | 3,704 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $331,285 | 3,704 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $333,211 | 3,704 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $328,655 | 3,704 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $320,703 | 3,454 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $322,879 | 3,454 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $312,559 | 3,354 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $299,612 | 3,354 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||