Position in BIV
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$16,071,191
+$1,765,025 QoQ
Shares Held
208,230
+13.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 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
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,071,191 | 208,230 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $14,306,166 | 183,695 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $12,561,947 | 160,865 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $10,407,953 | 134,574 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $9,385,184 | 122,570 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $9,556,846 | 127,885 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $9,305,967 | 118,744 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $7,095,827 | 94,750 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $6,703,889 | 88,911 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $5,794,186 | 75,860 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,150,499 | 29,740 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,224,368 | 16,275 | Shares | Sole | 2023-08-21 | |
| 2023-03-31 | $480,162 | 6,257 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $572,783 | 7,707 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $557,859 | 7,592 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $567,387 | 7,307 | Shares | Other | 2022-08-11 | |
| 2022-03-31 | $623,013 | 7,607 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $666,524 | 7,607 | Shares | Other | 2022-03-11 | |
| 2021-09-30 | $680,369 | 7,607 | Shares | Other | 2021-11-10 | |
| 2021-03-31 | $697,151 | 7,857 | Shares | Other | 2021-04-21 | |
| 2020-12-31 | $771,304 | 8,307 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $791,213 | 8,464 | Shares | Other | 2020-10-30 | |
| 2020-06-30 | $795,282 | 8,534 | Shares | Other | 2020-08-12 | |
| 2020-03-31 | $780,386 | 8,736 | Shares | Other | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||