Position in BIV
as of Mar 31, 2026
· filed Apr 9, 2026
Position Value
$9,499,777
+$931,965 QoQ
Shares Held
123,086
+11.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
3.64%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
21 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
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,499,777 | 123,086 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $8,567,812 | 110,013 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $7,968,147 | 102,038 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $7,439,411 | 96,191 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $6,267,407 | 81,852 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $5,460,371 | 73,068 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $4,977,513 | 63,513 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $3,905,438 | 52,149 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $3,551,415 | 47,101 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $3,367,594 | 44,090 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $2,582,262 | 35,711 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $2,313,548 | 30,753 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $954,645 | 12,440 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $1,050,810 | 14,139 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,130,342 | 15,383 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $1,263,986 | 16,278 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $1,381,243 | 16,865 | Shares | Sole | 2022-05-18 | |
| 2021-12-31 | $1,379,314 | 15,742 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $1,177,924 | 13,170 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $831,050 | 9,238 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $210,467 | 2,372 | Shares | Sole | 2021-04-22 | |
| No filing history on record for this holder in this stock. | ||||||