BIP Wealth, LLC: DGS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BIP Wealth, LLC on DGS, newest first. How the timeline and the estimate are built.
BIP Wealth, LLC held 164,935 DGS shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 164,935 sharesChange vs previous 13F +10,544 shares
0.3% of the 13F portfolio, value $10,672,964.
13F-HR 0001590214-26-000005 filed by BIP Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 154,391 sharesChange vs previous 13F -19,688 shares
0.38% of the 13F portfolio, value $9,278,933.
13F-HR 0001590214-26-000004 filed by BIP Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 174,079 sharesChange vs previous 13F -10,086 shares
0.35% of the 13F portfolio, value $9,964,280.
13F-HR 0001590214-26-000001 filed by BIP Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 184,165 sharesChange vs previous 13F -20,960 shares
0.52% of the 13F portfolio, value $10,515,810.
13F-HR 0001590214-25-000007 filed by BIP Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 205,125 sharesChange vs previous 13F -23,328 shares
0.7% of the 13F portfolio, value $11,331,085.
13F-HR 0001590214-25-000005 filed by BIP Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 228,453 sharesChange vs previous 13F -36,060 shares
0.72% of the 13F portfolio, value $11,036,585.
13F-HR 0001590214-25-000003 filed by BIP Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 264,513 sharesChange vs previous 13F +8,420 shares
0.87% of the 13F portfolio, value $12,939,998.
13F-HR 0001590214-25-000001 filed by BIP Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 256,093 sharesChange vs previous 13F not available
0.94% of the 13F portfolio, value $13,752,252.
13F-HR 0001590214-24-000005 filed by BIP Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).