Position in BIV
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,220,771
-$263,344 QoQ
Shares Held
28,954
-10.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.06%
of 13F equity value
Holder Rank
#115
of 252 holders
Holding Since
Mar 2023
14 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
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,220,771 | 28,954 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,484,115 | 32,186 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,506,645 | 32,186 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $2,513,404 | 32,186 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,531,492 | 32,732 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $2,506,289 | 32,732 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $2,461,307 | 32,936 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $2,663,796 | 33,990 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $2,545,511 | 33,990 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $2,562,846 | 33,990 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,596,156 | 33,990 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $2,305,098 | 31,878 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $2,113,963 | 28,100 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $2,156,394 | 28,100 | Shares | Sole | 2023-04-27 | |
| No filing history on record for this holder in this stock. | ||||||