Skip to content
Disclosery

BIP Wealth, LLC: DNL position timeline

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

BIP Wealth, LLC held 258,717 DNL 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 258,717 shares
    Change vs previous 13F +16,348 shares

    0.34% of the 13F portfolio, value $11,947,545.

    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 242,369 shares
    Change vs previous 13F -12,003 shares

    0.4% of the 13F portfolio, value $9,784,438.

    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 254,372 shares
    Change vs previous 13F +11,076 shares

    0.37% of the 13F portfolio, value $10,485,198.

    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 243,296 shares
    Change vs previous 13F +1,763 shares

    0.49% of the 13F portfolio, value $9,851,057.

    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 241,533 shares
    Change vs previous 13F -8,462 shares

    0.6% of the 13F portfolio, value $9,726,506.

    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 249,995 shares
    Change vs previous 13F -5,699 shares

    0.58% of the 13F portfolio, value $8,917,320.

    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 255,694 shares
    Change vs previous 13F +10,232 shares

    0.62% of the 13F portfolio, value $9,199,867.

    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 245,462 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $9,662,138.

    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).