Skip to content
Disclosery

BIP Wealth, LLC: DISV position timeline

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

BIP Wealth, LLC held 153,798 DISV 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 153,798 shares
    Change vs previous 13F +38,580 shares

    0.18% of the 13F portfolio, value $6,171,909.

    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 115,218 shares
    Change vs previous 13F +13,978 shares

    0.18% of the 13F portfolio, value $4,544,197.

    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 101,240 shares
    Change vs previous 13F +27,513 shares

    0.14% of the 13F portfolio, value $3,847,135.

    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 73,727 shares
    Change vs previous 13F +21,360 shares

    0.13% of the 13F portfolio, value $2,631,306.

    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 52,367 shares
    Change vs previous 13F +12,077 shares

    0.11% of the 13F portfolio, value $1,723,409.

    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 40,290 shares
    Change vs previous 13F +16,826 shares

    0.08% of the 13F portfolio, value $1,173,255.

    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 23,464 shares
    Change vs previous 13F +14,684 shares

    0.04% of the 13F portfolio, value $623,450.

    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 8,780 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $255,151.

    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).