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Disclosery

BIP Wealth, LLC: AMT position timeline

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

BIP Wealth, LLC held 6,137 AMT 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 6,137 shares
    Change vs previous 13F +144 shares

    0.03% of the 13F portfolio, value $1,003,829.

    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 5,993 shares
    Change vs previous 13F -354 shares

    0.04% of the 13F portfolio, value $1,034,272.

    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 6,347 shares
    Change vs previous 13F +104 shares

    0.04% of the 13F portfolio, value $1,114,343.

    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 6,243 shares
    Change vs previous 13F +1,397 shares

    0.06% of the 13F portfolio, value $1,200,654.

    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 4,846 shares
    Change vs previous 13F +141 shares

    0.07% of the 13F portfolio, value $1,071,063.

    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 4,705 shares
    Change vs previous 13F -1,303 shares

    0.07% of the 13F portfolio, value $1,023,827.

    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 6,008 shares
    Change vs previous 13F +33 shares

    0.07% of the 13F portfolio, value $1,101,943.

    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 5,975 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,389,728.

    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).