Position in BIV
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$6,851,267
+$711,209 QoQ
Shares Held
88,770
+12.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.90%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 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
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,851,267 | 88,770 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $6,140,058 | 78,840 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $3,599,636 | 46,096 | Shares | Defined | 2025-10-16 | |
| 2025-06-30 | $2,856,629 | 36,936 | Shares | Defined | 2025-07-31 | |
| 2025-03-31 | $2,868,158 | 37,458 | Shares | Defined | 2025-04-08 | |
| 2024-12-31 | $3,936,252 | 52,673 | Shares | Defined | 2025-01-16 | |
| 2024-09-30 | $2,028,293 | 25,881 | Shares | Defined | 2024-10-17 | |
| 2024-06-30 | $1,882,884 | 25,142 | Shares | Defined | 2024-07-15 | |
| 2024-03-31 | $5,274,908 | 69,959 | Shares | Defined | 2024-04-09 | |
| 2023-12-31 | $11,218,311 | 146,875 | Shares | Defined | 2024-01-12 | |
| 2023-09-30 | $3,828,163 | 52,941 | Shares | Defined | 2023-10-17 | |
| 2023-06-30 | $4,071,145 | 54,116 | Shares | Defined | 2023-07-11 | |
| 2023-03-31 | $3,118,867 | 40,642 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $5,593,248 | 75,259 | Shares | Sole | 2023-02-10 | |
| No filing history on record for this holder in this stock. | ||||||