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BIP Wealth, LLC: DCOR position timeline

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

BIP Wealth, LLC held 102,752 DCOR 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 102,752 shares
    Change vs previous 13F +26,037 shares

    0.24% of the 13F portfolio, value $8,423,592.

    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 76,715 shares
    Change vs previous 13F +15,816 shares

    0.22% of the 13F portfolio, value $5,529,587.

    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 60,899 shares
    Change vs previous 13F +9,091 shares

    0.16% of the 13F portfolio, value $4,483,977.

    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 51,808 shares
    Change vs previous 13F +8,592 shares

    0.18% of the 13F portfolio, value $3,727,085.

    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 43,216 shares
    Change vs previous 13F +4,765 shares

    0.18% of the 13F portfolio, value $2,888,961.

    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 38,451 shares
    Change vs previous 13F +10,573 shares

    0.15% of the 13F portfolio, value $2,358,215.

    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 27,878 shares
    Change vs previous 13F +11,001 shares

    0.12% of the 13F portfolio, value $1,788,672.

    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 16,877 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,069,049.

    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).