Position in BIV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,158,213
-$235,644 QoQ
Shares Held
54,214
-4.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.07%
of 13F equity value
Holder Rank
#90
of 252 holders
Holding Since
Dec 2020
19 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
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,158,213 | 54,214 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,393,857 | 56,930 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,948,105 | 63,535 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,989,638 | 63,896 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $5,014,029 | 64,831 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $5,712,351 | 74,603 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $5,016,475 | 67,128 | Shares | Sole | 2025-03-21 | |
| 2024-09-30 | $5,233,705 | 66,782 | Shares | Sole | 2025-03-21 | |
| 2024-06-30 | $5,762,710 | 76,949 | Shares | Sole | 2025-03-21 | |
| 2024-03-31 | $5,893,037 | 78,157 | Shares | Sole | 2025-03-21 | |
| 2023-12-31 | $5,650,897 | 73,984 | Shares | Sole | 2025-03-21 | |
| 2023-09-30 | $5,607,062 | 77,542 | Shares | Sole | 2025-03-21 | |
| 2023-06-30 | $7,594,543 | 100,951 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $5,423,983 | 70,680 | Shares | Sole | 2023-05-22 | |
| 2022-12-31 | $5,414,360 | 72,852 | Shares | Sole | 2023-03-28 | |
| 2022-09-30 | $5,465,515 | 74,381 | Shares | Sole | 2023-03-28 | |
| 2021-12-31 | $212,215 | 2,422 | Shares | Sole | 2023-03-28 | |
| 2021-09-30 | $250,700 | 2,803 | Shares | Sole | 2023-03-28 | |
| 2020-12-31 | $3,868,688 | 41,666 | Shares | Sole | 2023-03-28 | |
| No filing history on record for this holder in this stock. | ||||||