Position in BIV
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$967,451
-$70,300 QoQ
Shares Held
12,535
-5.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $967,451 | 12,535 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,037,751 | 13,325 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $989,244 | 12,668 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $968,219 | 12,519 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $2,739,827 | 35,782 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $2,335,611 | 31,254 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,567,400 | 20,000 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $1,370,561 | 18,301 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $262,693 | 3,484 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $386,177 | 5,056 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $1,681,279 | 23,251 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $1,205,259 | 16,021 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $650,524 | 8,477 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $2,351,261 | 31,637 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $5,349,050 | 72,796 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $11,336 | 146 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $3,610,315 | 44,082 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $3,975,932 | 45,377 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $3,822,128 | 42,734 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $3,552,160 | 39,486 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $2,514,164 | 28,335 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,211,321 | 13,046 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $788,597 | 8,436 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $575,541 | 6,176 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $511,860 | 5,730 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||