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Disclosery

BIP Wealth, LLC: DFLV position timeline

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

BIP Wealth, LLC held 197,090 DFLV 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 197,090 shares
    Change vs previous 13F +43,391 shares

    0.22% of the 13F portfolio, value $7,792,933.

    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 153,699 shares
    Change vs previous 13F +24,043 shares

    0.22% of the 13F portfolio, value $5,488,589.

    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 129,656 shares
    Change vs previous 13F +27,258 shares

    0.16% of the 13F portfolio, value $4,435,549.

    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 102,398 shares
    Change vs previous 13F +21,760 shares

    0.17% of the 13F portfolio, value $3,368,889.

    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 80,638 shares
    Change vs previous 13F +10,884 shares

    0.15% of the 13F portfolio, value $2,501,389.

    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 69,754 shares
    Change vs previous 13F +15,350 shares

    0.14% of the 13F portfolio, value $2,132,367.

    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 54,404 shares
    Change vs previous 13F +19,200 shares

    0.11% of the 13F portfolio, value $1,633,761.

    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 35,204 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,084,651.

    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).