Position in BIV
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,552,605
-$1,199,157 QoQ
Shares Held
59,356
-20.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
10.66%
of 13F equity value
Holder Rank
#85
of 252 holders
Holding Since
Dec 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,552,605 | 59,356 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $5,751,762 | 74,524 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $4,297,807 | 55,185 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||