Position in BIV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$93,118,862
-$2,614,669 QoQ
Shares Held
1,214,066
-2.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
16.96%
of 13F equity value
Holder Rank
#21
of 252 holders
Holding Since
Dec 2021
18 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
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $93,118,862 | 1,214,066 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $95,733,531 | 1,240,393 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $89,382,175 | 1,147,691 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $89,701,592 | 1,148,695 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $82,058,358 | 1,061,008 | Shares | Sole | 2025-09-03 | |
| 2024-12-31 | $69,236,747 | 926,492 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $78,206,598 | 997,915 | Shares | Sole | 2024-11-29 | |
| 2024-06-30 | $74,732,131 | 997,892 | Shares | Sole | 2024-09-12 | |
| 2024-03-31 | $74,904,622 | 993,430 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $75,873,065 | 993,363 | Shares | Sole | 2024-02-21 | |
| 2023-09-30 | $67,472,316 | 933,098 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $70,315,525 | 934,674 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $73,306,959 | 955,264 | Shares | Sole | 2023-05-22 | |
| 2022-12-31 | $218,723 | 2,943 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $70,070,895 | 953,605 | Shares | Sole | 2022-12-02 | |
| 2022-06-30 | $73,950,210 | 952,353 | Shares | Sole | 2022-10-03 | |
| 2022-03-31 | $78,002,297 | 952,409 | Shares | Sole | 2022-06-08 | |
| 2021-12-31 | $84,703,831 | 966,718 | Shares | Sole | 2022-03-17 | |
| No filing history on record for this holder in this stock. | ||||||