Position in BIV
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$250,217
+$46,848 QoQ
Shares Held
3,242
+22.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
13 quarters on record
Voting authority
Sole 37%
Shared 0%
None 63%
Common Shares in BIV Over Time
Shares Held
Position Value (USD)
All Filings in BIV
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $250,217 | 3,242 | Shares | Sole | 2026-04-27 | |
| 2025-03-31 | $203,369 | 2,656 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $200,650 | 2,685 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $216,849 | 2,767 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $203,026 | 2,711 | Shares | Sole | 2024-07-11 | |
| 2021-12-31 | $553,057 | 6,312 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $683,679 | 7,644 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $680,097 | 7,560 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $365,390 | 4,118 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $381,149 | 4,105 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $378,500 | 4,049 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $375,276 | 4,027 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $412,972 | 4,623 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||