Position in BIV
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,105,937
-$33,780 QoQ
Shares Held
14,419
-2.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
7.90%
of 13F equity value
Holder Rank
#140
of 252 holders
Holding Since
Sep 2023
12 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
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,105,937 | 14,419 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,139,717 | 14,767 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $28,300,190 | 363,382 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $28,414,061 | 363,863 | Shares | Sole | 2025-11-26 | |
| 2025-06-30 | $26,772,787 | 346,170 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $26,457,614 | 345,535 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $25,244,391 | 337,808 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $24,725,108 | 315,492 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $22,250,043 | 297,103 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $21,499,254 | 285,136 | Shares | Sole | 2024-04-03 | |
| 2023-12-31 | $9,947,807 | 130,241 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $3,592,794 | 49,686 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||