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BIP Wealth, LLC: AIVI position timeline

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

BIP Wealth, LLC held 34,027 AIVI 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 34,027 shares
    Change vs previous 13F +2,741 shares

    0.05% of the 13F portfolio, value $1,915,732.

    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 31,286 shares
    Change vs previous 13F -6,730 shares

    0.07% of the 13F portfolio, value $1,693,213.

    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 38,016 shares
    Change vs previous 13F -3,441 shares

    0.07% of the 13F portfolio, value $1,976,240.

    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 41,457 shares
    Change vs previous 13F -6,668 shares

    0.1% of the 13F portfolio, value $2,057,574.

    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 48,125 shares
    Change vs previous 13F -1,793 shares

    0.14% of the 13F portfolio, value $2,317,623.

    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 49,918 shares
    Change vs previous 13F -5,415 shares

    0.14% of the 13F portfolio, value $2,187,896.

    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 55,333 shares
    Change vs previous 13F -2,463 shares

    0.15% of the 13F portfolio, value $2,179,032.

    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 57,796 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $2,531,764.

    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).