Position in BIV
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$14,294,584
+$739,025 QoQ
Shares Held
185,211
+6.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
7.36%
of 13F equity value
Holder Rank
—
not a current holder
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 | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,294,584 | 185,211 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $13,555,559 | 174,057 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $13,317,078 | 170,535 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $12,084,452 | 156,251 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $12,179,224 | 159,060 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $10,749,536 | 143,845 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $10,288,570 | 131,282 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $8,019,296 | 107,081 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $6,542,382 | 86,769 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $5,658,154 | 74,079 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $2,059,750 | 28,485 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $1,547,330 | 20,568 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $1,422,222 | 18,533 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $954,640 | 12,845 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $82,665 | 1,125 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $5,823 | 75 | Shares | Sole | 2022-08-22 | |
| 2022-03-31 | $6,142 | 75 | Shares | Sole | 2022-06-01 | |
| 2021-12-31 | $6,571 | 75 | Shares | Sole | 2022-03-23 | |
| No filing history on record for this holder in this stock. | ||||||