Position in BIV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$403,672
+$1,333 QoQ
Shares Held
5,263
+1.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#173
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 | $403,672 | 5,263 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $402,339 | 5,213 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $387,998 | 4,982 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $384,280 | 4,921 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $377,109 | 4,876 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $369,909 | 4,831 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $380,973 | 5,098 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $461,756 | 5,892 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $438,331 | 5,853 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $538,733 | 7,145 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $535,882 | 7,016 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $502,699 | 6,952 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $515,400 | 6,851 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $572,787 | 7,464 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $619,011 | 8,329 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $683,070 | 9,296 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $679,903 | 8,756 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $699,671 | 8,543 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $828,534 | 9,456 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $836,979 | 9,358 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $758,992 | 8,437 | Shares | Sole | 2021-11-12 | |
| 2021-03-31 | $747,727 | 8,427 | Shares | Sole | 2021-11-12 | |
| 2020-12-31 | $2,122,179 | 22,856 | Shares | Sole | 2021-11-12 | |
| 2020-09-30 | $2,143,776 | 22,933 | Shares | Sole | 2021-11-12 | |
| 2020-06-30 | $1,985,412 | 21,305 | Shares | Sole | 2021-11-12 | |
| 2020-03-31 | $664,347 | 7,437 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||