Skip to content
Disclosery

BIP Wealth, LLC: DFAS position timeline

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

BIP Wealth, LLC held 36,766 DFAS 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 36,766 shares
    Change vs previous 13F +11,395 shares

    0.09% of the 13F portfolio, value $3,027,281.

    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 25,371 shares
    Change vs previous 13F +10,244 shares

    0.07% of the 13F portfolio, value $1,804,637.

    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 15,127 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,053,923.

    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).