Position in BIV
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$228,412
-$163,755 QoQ
Shares Held
2,978
-40.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#205
of 252 holders
Holding Since
Dec 2023
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $228,412 | 2,978 | Shares | Sole | 2026-08-13 | |
| 2025-09-30 | $392,167 | 5,022 | Shares | Sole | 2025-11-12 | |
| 2025-03-31 | $508,960 | 6,647 | Shares | Sole | 2025-05-08 | |
| 2024-09-30 | $547,571 | 6,987 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $562,349 | 7,509 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $558,864 | 7,412 | Shares | Sole | 2024-05-23 | |
| 2023-12-31 | $602,332 | 7,886 | Shares | Sole | 2024-05-22 | |
| No filing history on record for this holder in this stock. | ||||||