Position in BIV
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$11,899,226
+$681,391 QoQ
Shares Held
154,175
+7.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
28.52%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,899,226 | 154,175 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $11,217,835 | 144,040 | Shares | Sole | 2026-03-27 | |
| 2025-09-30 | $11,102,695 | 0 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $10,524,195 | 136,077 | Shares | Sole | 2025-07-24 | |
| No filing history on record for this holder in this stock. | ||||||