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Disclosery

BIP Wealth, LLC: DES position timeline

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

BIP Wealth, LLC held 212,265 DES 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 212,265 shares
    Change vs previous 13F -1,504 shares

    0.25% of the 13F portfolio, value $8,634,924.

    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 213,769 shares
    Change vs previous 13F -13,512 shares

    0.31% of the 13F portfolio, value $7,682,844.

    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 227,281 shares
    Change vs previous 13F -6,456 shares

    0.27% of the 13F portfolio, value $7,602,559.

    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 233,737 shares
    Change vs previous 13F -17,060 shares

    0.39% of the 13F portfolio, value $7,872,261.

    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 250,797 shares
    Change vs previous 13F +6,261 shares

    0.49% of the 13F portfolio, value $7,965,307.

    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 244,536 shares
    Change vs previous 13F +20,410 shares

    0.51% of the 13F portfolio, value $7,815,362.

    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 224,126 shares
    Change vs previous 13F +5,172 shares

    0.52% of the 13F portfolio, value $7,698,721.

    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 218,954 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $7,551,767.

    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).