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Disclosery

BIP Wealth, LLC: ACWI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BIP Wealth, LLC on ACWI, newest first. How the timeline and the estimate are built.

BIP Wealth, LLC held 148,329 ACWI shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 148,329 shares
    Change vs previous 13F +32,179 shares

    0.66% of the 13F portfolio, value $23,283,206.

    13F-HR 0001590214-26-000005 filed by BIP Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 116,150 shares
    Change vs previous 13F -2,028 shares

    0.65% of the 13F portfolio, value $16,071,659.

    13F-HR 0001590214-26-000004 filed by BIP Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 118,178 shares
    Change vs previous 13F +34,655 shares

    0.59% of the 13F portfolio, value $16,721,027.

    13F-HR 0001590214-26-000001 filed by BIP Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 83,523 shares
    Change vs previous 13F +8,990 shares

    0.57% of the 13F portfolio, value $11,546,100.

    13F-HR 0001590214-25-000007 filed by BIP Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 74,533 shares
    Change vs previous 13F +4,693 shares

    0.59% of the 13F portfolio, value $9,584,833.

    13F-HR 0001590214-25-000005 filed by BIP Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 69,840 shares
    Change vs previous 13F -1,091 shares

    0.53% of the 13F portfolio, value $8,128,665.

    13F-HR 0001590214-25-000003 filed by BIP Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 70,931 shares
    Change vs previous 13F -1,253 shares

    0.56% of the 13F portfolio, value $8,334,380.

    13F-HR 0001590214-25-000001 filed by BIP Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 72,184 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $8,629,680.

    13F-HR 0001590214-24-000005 filed by BIP Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).