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Disclosery

BIP Wealth, LLC: DFSV position timeline

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

BIP Wealth, LLC held 184,039 DFSV 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 184,039 shares
    Change vs previous 13F +56,782 shares

    0.2% of the 13F portfolio, value $7,138,866.

    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 127,257 shares
    Change vs previous 13F +29,006 shares

    0.18% of the 13F portfolio, value $4,459,060.

    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 98,251 shares
    Change vs previous 13F +51,180 shares

    0.11% of the 13F portfolio, value $3,231,465.

    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 47,071 shares
    Change vs previous 13F +26,802 shares

    0.07% of the 13F portfolio, value $1,498,737.

    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 20,269 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $596,516.

    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).