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Disclosery

BIP Wealth, LLC: DFUV position timeline

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

BIP Wealth, LLC held 317,908 DFUV 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 317,908 shares
    Change vs previous 13F +35,458 shares

    0.5% of the 13F portfolio, value $17,488,115.

    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 282,450 shares
    Change vs previous 13F -3,585 shares

    0.56% of the 13F portfolio, value $13,687,524.

    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 286,035 shares
    Change vs previous 13F +7,162 shares

    0.47% of the 13F portfolio, value $13,326,378.

    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 278,873 shares
    Change vs previous 13F +22,886 shares

    0.62% of the 13F portfolio, value $12,462,803.

    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 255,987 shares
    Change vs previous 13F +10,817 shares

    0.67% of the 13F portfolio, value $10,823,092.

    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 245,170 shares
    Change vs previous 13F +11,559 shares

    0.66% of the 13F portfolio, value $10,103,446.

    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 233,611 shares
    Change vs previous 13F +21,712 shares

    0.64% of the 13F portfolio, value $9,559,377.

    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 211,899 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $8,834,128.

    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).