Position in BIV
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$6,535,216
+$779,106 QoQ
Shares Held
84,675
+14.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
6.73%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,535,216 | 84,675 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $5,756,110 | 73,910 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $4,954,888 | 63,451 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $4,780,385 | 61,810 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $4,644,506 | 60,657 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $4,406,753 | 58,969 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,416,071 | 56,349 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,042,037 | 53,973 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,069,564 | 53,973 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $4,066,242 | 53,237 | Shares | Sole | 2024-04-03 | |
| No filing history on record for this holder in this stock. | ||||||