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Disclosery

BIP Wealth, LLC: DAVA position timeline

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

BIP Wealth, LLC held 88,975 DAVA 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 88,975 shares
    Change vs previous 13F -10,000 shares

    0.01% of the 13F portfolio, value $251,799.

    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 98,975 shares
    Change vs previous 13F -6,800 shares

    0.02% of the 13F portfolio, value $437,470.

    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 105,775 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $668,498.

    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 105,775 shares
    Change vs previous 13F -1,600 shares

    0.05% of the 13F portfolio, value $962,553.

    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 107,375 shares
    Change vs previous 13F -400 shares

    0.1% of the 13F portfolio, value $1,644,985.

    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 107,775 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $2,102,690.

    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 107,775 shares
    Change vs previous 13F -2,775 shares

    0.22% of the 13F portfolio, value $3,330,248.

    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 110,550 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $2,823,447.

    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).