Position in BIV
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,194,755
-$15,967 QoQ
Shares Held
15,577
-0.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#137
of 252 holders
Holding Since
Dec 2020
23 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
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,194,755 | 15,577 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,210,722 | 15,687 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $604,504 | 7,762 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $690,081 | 8,837 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $683,453 | 8,837 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $676,649 | 8,837 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $711,653 | 9,523 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $746,317 | 9,523 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $813,604 | 10,864 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $927,193 | 12,297 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $896,090 | 11,732 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $992,093 | 13,720 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $1,142,969 | 15,193 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $862,711 | 11,242 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $987,638 | 13,289 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $1,914,080 | 26,049 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $415,116 | 5,346 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $399,590 | 4,879 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $427,497 | 4,879 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $436,377 | 4,879 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $438,914 | 4,879 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $432,913 | 4,879 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $453,015 | 4,879 | Shares | Sole | 2021-02-04 | |
| No filing history on record for this holder in this stock. | ||||||