Position in BIV
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$436,144
-$14,002 QoQ
Shares Held
5,651
-2.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
11 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
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $436,144 | 5,651 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $450,146 | 5,780 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $537,024 | 6,877 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $533,568 | 6,899 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $543,034 | 7,092 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $600,679 | 8,038 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,828,608 | 36,093 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,718,132 | 36,295 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $3,028,085 | 39,645 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $3,367,621 | 46,572 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $3,384,597 | 44,990 | Shares | Sole | 2023-08-22 | |
| No filing history on record for this holder in this stock. | ||||||