Position in BIV
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$567,733
-$47,005 QoQ
Shares Held
7,402
-7.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#161
of 252 holders
Holding Since
Sep 2022
16 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
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $567,733 | 7,402 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $614,738 | 7,965 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $620,314 | 7,965 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $638,932 | 8,182 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $840,144 | 10,863 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $831,779 | 10,863 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $811,791 | 10,863 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $851,333 | 10,863 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $813,530 | 10,863 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $879,390 | 11,663 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $890,819 | 11,663 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $843,351 | 11,663 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $877,407 | 11,663 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $846,671 | 11,033 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $739,631 | 9,952 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $705,408 | 9,600 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||