Position in BIV
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$5,781,708
+$530,026 QoQ
Shares Held
74,912
+11.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BIV Over Time
Shares Held
Position Value (USD)
All Filings in BIV
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,781,708 | 74,912 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $5,251,682 | 67,433 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $4,989,203 | 64,510 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $4,821,919 | 62,974 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,015,131 | 40,347 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $4,205,804 | 53,666 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $3,826,129 | 51,090 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $3,694,524 | 48,999 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,436,870 | 44,997 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $3,270,002 | 45,222 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,364,585 | 44,724 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,252,624 | 42,385 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $3,051,430 | 41,058 | Shares | Sole | 2023-02-24 | |
| 2022-09-30 | $2,979,467 | 40,548 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $3,080,142 | 39,667 | Shares | Sole | 2022-08-22 | |
| 2022-03-31 | $3,140,209 | 38,342 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $3,197,516 | 36,493 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $3,072,264 | 34,350 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $2,972,278 | 33,040 | Shares | Sole | 2021-08-02 | |
| 2020-12-31 | $2,404,072 | 25,892 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $2,271,096 | 24,295 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $2,086,896 | 22,394 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $1,280,098 | 14,330 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||