Position in BIV
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$7,814,474
-$745,549 QoQ
Shares Held
101,250
-7.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
21.56%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 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
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,814,474 | 101,250 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $8,560,023 | 109,913 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $8,165,713 | 104,568 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $7,731,369 | 99,966 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $10,171,864 | 132,844 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $10,453,605 | 139,885 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $10,857,771 | 138,545 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $7,507,121 | 100,242 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $7,124,619 | 94,491 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $7,177,426 | 93,970 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $6,554,177 | 90,640 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $6,818,845 | 90,640 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $6,018,256 | 78,424 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $5,835,977 | 78,525 | Shares | Sole | 2023-02-22 | |
| No filing history on record for this holder in this stock. | ||||||