Position in BIV
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$5,231,568
+$30,820 QoQ
Shares Held
67,784
+1.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in BIV Over Time
Shares Held
Position Value (USD)
All Filings in BIV
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,231,568 | 67,784 | Shares | Defined | 2026-04-16 | |
| 2025-12-31 | $5,200,748 | 66,779 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $4,690,553 | 60,066 | Shares | Sole | 2025-10-01 | |
| 2025-06-30 | $4,655,790 | 60,199 | Shares | Sole | 2025-07-01 | |
| 2025-03-31 | $4,605,685 | 60,150 | Shares | Sole | 2025-04-02 | |
| 2024-12-31 | $4,450,395 | 59,553 | Shares | Sole | 2025-01-08 | |
| 2024-09-30 | $4,162,230 | 53,110 | Shares | Sole | 2024-10-01 | |
| 2024-06-30 | $5,009,841 | 66,896 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $5,742,614 | 76,162 | Shares | Sole | 2024-04-01 | |
| 2023-12-31 | $7,099,750 | 92,953 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $5,976,493 | 82,651 | Shares | Sole | 2023-10-02 | |
| 2023-06-30 | $1,445,017 | 19,208 | Shares | Sole | 2023-07-03 | |
| 2023-03-31 | $1,356,072 | 17,671 | Shares | Sole | 2023-04-03 | |
| 2022-12-31 | $1,311,748 | 17,650 | Shares | Sole | 2023-02-06 | |
| No filing history on record for this holder in this stock. | ||||||