Position in BIV
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$8,310,905
-$135,519 QoQ
Shares Held
108,356
-1.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#67
of 252 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 63%
Shared 0%
None 37%
Common Shares in BIV Over Time
Shares Held
Position Value (USD)
All Filings in BIV
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,310,905 | 108,356 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $8,446,424 | 109,438 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $8,642,655 | 110,974 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $8,504,313 | 108,904 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $8,510,570 | 110,041 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $8,069,559 | 105,388 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $8,524,750 | 114,074 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $8,775,167 | 111,971 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $4,223,271 | 56,393 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $3,811,997 | 50,557 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $7,272,979 | 95,221 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $6,587,368 | 91,099 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $6,783,714 | 90,173 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $6,863,548 | 89,439 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $6,963,115 | 93,691 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $4,120,023 | 56,070 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $4,353,835 | 56,070 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $4,566,498 | 55,757 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $106,896 | 1,220 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $65,112 | 728 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $65,490 | 728 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $151,107 | 1,703 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $269,914 | 2,907 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $278,289 | 2,977 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $233,161 | 2,502 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $251,463 | 2,815 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||