Position in BIV
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$10,410,797
-$911,972 QoQ
Shares Held
135,734
-7.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.45%
of 13F equity value
Holder Rank
#58
of 252 holders
Holding Since
Dec 2023
11 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
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,410,797 | 135,734 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $11,322,769 | 146,706 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $26,157,711 | 335,872 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $23,060,679 | 295,309 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $20,715,209 | 267,846 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $17,768,527 | 232,056 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $16,113,581 | 215,624 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $12,315,923 | 157,151 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $6,624,245 | 88,453 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,220,273 | 16,184 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $913,352 | 11,958 | Shares | Sole | 2024-05-07 | |
| No filing history on record for this holder in this stock. | ||||||