Position in BIV
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$12,024,026
+$659,621 QoQ
Shares Held
155,792
+6.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.27%
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 | $12,024,026 | 155,792 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $11,364,405 | 145,922 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $10,355,124 | 132,605 | Shares | Sole | 2026-02-04 | |
| 2025-06-30 | $9,746,928 | 126,027 | Shares | Sole | 2026-02-04 | |
| 2025-03-31 | $7,288,928 | 95,193 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $7,866,976 | 105,272 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $8,114,508 | 103,541 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $6,955,858 | 92,881 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $6,854,991 | 90,915 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $6,740,611 | 88,251 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $696,851 | 9,637 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $6,726,389 | 89,411 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $2,813,211 | 36,659 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $5,852,700 | 78,750 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $4,536,508 | 61,738 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,423,487 | 56,967 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $4,623,336 | 56,451 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $4,347,616 | 49,619 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $4,158,960 | 46,500 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $4,057,106 | 45,099 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $3,240,330 | 36,519 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $1,868,142 | 20,120 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $1,297,315 | 13,878 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $710,853 | 7,628 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $295,324 | 3,306 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||