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Disclosery

BIP Wealth, LLC: DFIC position timeline

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

BIP Wealth, LLC held 120,625 DFIC 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 120,625 shares
    Change vs previous 13F +29,674 shares

    0.13% of the 13F portfolio, value $4,494,485.

    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 90,951 shares
    Change vs previous 13F +18,113 shares

    0.13% of the 13F portfolio, value $3,231,473.

    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 72,838 shares
    Change vs previous 13F +13,037 shares

    0.09% of the 13F portfolio, value $2,510,006.

    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 59,801 shares
    Change vs previous 13F +8,796 shares

    0.1% of the 13F portfolio, value $1,960,867.

    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 51,005 shares
    Change vs previous 13F +18 shares

    0.1% of the 13F portfolio, value $1,585,737.

    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 50,987 shares
    Change vs previous 13F +11,000 shares

    0.09% of the 13F portfolio, value $1,415,899.

    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 39,987 shares
    Change vs previous 13F +15,626 shares

    0.07% of the 13F portfolio, value $1,033,471.

    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 24,361 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $685,543.

    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).