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Disclosery

BIP Wealth, LLC: DFAW position timeline

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

BIP Wealth, LLC held 116,965 DFAW 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 116,965 shares
    Change vs previous 13F +44,609 shares

    0.27% of the 13F portfolio, value $9,683,534.

    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 72,356 shares
    Change vs previous 13F +38,254 shares

    0.22% of the 13F portfolio, value $5,338,457.

    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 34,102 shares
    Change vs previous 13F +25,609 shares

    0.09% of the 13F portfolio, value $2,522,894.

    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 8,493 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $610,341.

    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).