Position in BIV
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$454,590
+$44,786 QoQ
Shares Held
5,890
+11.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 15%
Shared 0%
None 85%
Common Shares in BIV Over Time
Shares Held
Position Value (USD)
All Filings in BIV
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $454,590 | 5,890 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $409,804 | 5,262 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $406,068 | 5,200 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $326,142 | 4,217 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $317,765 | 4,150 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $338,153 | 4,525 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $466,536 | 5,953 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||