Position in BIV
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$243,194
-$158,978 QoQ
Shares Held
3,151
-39.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $243,194 | 3,151 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $402,172 | 5,164 | Principal | Sole | 2026-01-29 | |
| 2025-09-30 | $236,612 | 3,030 | Principal | Sole | 2025-11-12 | |
| 2025-06-30 | $412,840 | 5,338 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $256,662 | 3,352 | Shares | Sole | 2025-04-21 | |
| No filing history on record for this holder in this stock. | ||||||