Position in BIV
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$6,272,804
+$1,455,226 QoQ
Shares Held
81,275
+31.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
5.84%
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 | $6,272,804 | 81,275 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $4,817,578 | 61,859 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,622,615 | 59,196 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $4,284,171 | 55,394 | Shares | Sole | 2025-11-07 | |
| 2025-03-31 | $4,377,660 | 57,172 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $4,239,432 | 56,730 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $3,895,772 | 49,710 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $3,617,037 | 48,298 | Shares | Sole | 2024-08-30 | |
| 2024-03-31 | $2,982,522 | 39,556 | Shares | Sole | 2024-08-30 | |
| 2023-12-31 | $249,609 | 3,268 | Shares | Sole | 2024-08-29 | |
| 2023-09-30 | $206,228 | 2,852 | Shares | Sole | 2024-08-28 | |
| 2023-06-30 | $212,976 | 2,831 | Shares | Sole | 2024-08-28 | |
| 2023-03-31 | $305,501 | 3,981 | Shares | Sole | 2024-08-28 | |
| 2022-12-31 | $368,701 | 4,961 | Shares | Sole | 2024-08-29 | |
| No filing history on record for this holder in this stock. | ||||||