Position in BIV
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$8,227,542
+$274,671 QoQ
Shares Held
106,602
+4.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 12%
Shared 87%
None 0%
Common Shares in BIV Over Time
Shares Held
Position Value (USD)
All Filings in BIV
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,227,542 | 106,602 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $7,952,871 | 102,117 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $7,695,222 | 98,543 | Shares | Sole | 2026-03-04 | |
| 2025-06-30 | $439,832 | 5,687 | Shares | Sole | 2026-03-04 | |
| 2025-03-31 | $312,329 | 4,079 | Shares | Sole | 2026-03-04 | |
| 2024-12-31 | $382,542 | 5,119 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $419,044 | 5,347 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $262,789 | 3,509 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $258,848 | 3,433 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $291,618 | 3,818 | Shares | Sole | 2024-02-05 | |
| No filing history on record for this holder in this stock. | ||||||