Position in BIV
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$8,371,637
-$641,804 QoQ
Shares Held
108,469
-6.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
15.29%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,371,637 | 108,469 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $9,013,441 | 115,735 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $9,144,026 | 117,096 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $9,617,074 | 124,348 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $9,662,215 | 126,188 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $9,687,773 | 129,637 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $10,048,914 | 128,224 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $9,855,224 | 131,596 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $12,137,665 | 160,977 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $5,137,624 | 67,264 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||