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Disclosery

BIP Wealth, LLC: DFIV position timeline

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

BIP Wealth, LLC held 75,403 DFIV 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 75,403 shares
    Change vs previous 13F +52,609 shares

    0.12% of the 13F portfolio, value $4,073,276.

    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 22,794 shares
    Change vs previous 13F +2,570 shares

    0.05% of the 13F portfolio, value $1,203,111.

    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 20,224 shares
    Change vs previous 13F +7,684 shares

    0.04% of the 13F portfolio, value $1,009,158.

    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 12,540 shares
    Change vs previous 13F +2,646 shares

    0.03% of the 13F portfolio, value $578,340.

    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 9,894 shares
    Change vs previous 13F -412 shares

    0.03% of the 13F portfolio, value $423,756.

    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 10,306 shares
    Change vs previous 13F +1,778 shares

    0.03% of the 13F portfolio, value $405,627.

    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 8,528 shares
    Change vs previous 13F +1,742 shares

    0.02% of the 13F portfolio, value $302,558.

    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 6,786 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $258,445.

    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).