Position in BIV
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$447,721
-$39,885 QoQ
Shares Held
5,801
-7.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
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 | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $447,721 | 5,801 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $487,606 | 6,261 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $488,921 | 6,261 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $354,217 | 4,580 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $355,667 | 4,645 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $357,209 | 4,780 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $668,496 | 8,530 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $785,745 | 10,492 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $985,402 | 13,069 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $681,156 | 8,918 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $740,671 | 10,243 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $790,291 | 10,505 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $806,153 | 10,505 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $795,595 | 10,705 | Shares | Sole | 2023-04-03 | |
| No filing history on record for this holder in this stock. | ||||||