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Disclosery

BIP Wealth, LLC: BTU position timeline

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

BIP Wealth, LLC held 19,683 BTU 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 19,683 shares
    Change vs previous 13F +73 shares

    0.01% of the 13F portfolio, value $455,071.

    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 19,610 shares
    Change vs previous 13F -3,604 shares

    0.03% of the 13F portfolio, value $646,150.

    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 23,214 shares
    Change vs previous 13F +17 shares

    0.02% of the 13F portfolio, value $689,456.

    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 23,197 shares
    Change vs previous 13F +56 shares

    0.03% of the 13F portfolio, value $615,184.

    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 23,141 shares
    Change vs previous 13F -794 shares

    0.02% of the 13F portfolio, value $310,552.

    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 23,935 shares
    Change vs previous 13F -2,149 shares

    0.02% of the 13F portfolio, value $324,325.

    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 26,084 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $546,199.

    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).