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Disclosery

BIP Wealth, LLC: DLS position timeline

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

BIP Wealth, LLC held 265,198 DLS 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 265,198 shares
    Change vs previous 13F +5,684 shares

    0.63% of the 13F portfolio, value $22,220,934.

    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 259,514 shares
    Change vs previous 13F -11,372 shares

    0.86% of the 13F portfolio, value $21,150,422.

    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 270,886 shares
    Change vs previous 13F +1,521 shares

    0.77% of the 13F portfolio, value $21,944,477.

    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 269,365 shares
    Change vs previous 13F -5,329 shares

    1.06% of the 13F portfolio, value $21,417,252.

    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 274,694 shares
    Change vs previous 13F -8,251 shares

    1.27% of the 13F portfolio, value $20,632,251.

    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 282,945 shares
    Change vs previous 13F +7,076 shares

    1.22% of the 13F portfolio, value $18,674,953.

    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 275,869 shares
    Change vs previous 13F +33,351 shares

    1.16% of the 13F portfolio, value $17,365,948.

    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 242,518 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $16,745,928.

    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).