Position in BIV
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$1,643,933
-$298,861 QoQ
Shares Held
21,300
-14.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
15 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
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,643,933 | 21,300 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,942,794 | 24,946 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,894,072 | 24,255 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,899,237 | 24,557 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $1,483,083 | 19,369 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $855,658 | 11,450 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $942,868 | 12,031 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $829,106 | 11,071 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $769,306 | 10,203 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $719,270 | 9,417 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $679,714 | 9,400 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $603,795 | 8,026 | Shares | Sole | 2023-08-04 | |
| 2022-09-30 | $7,348 | 100 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $7,765 | 100 | Shares | Sole | 2022-08-05 | |
| 2020-09-30 | $26,641 | 285 | Shares | Sole | 2020-11-10 | |
| No filing history on record for this holder in this stock. | ||||||