Skip to content
Disclosery

BIP Wealth, LLC: DVY position timeline

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

BIP Wealth, LLC held 8,735 DVY 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 8,735 shares
    Change vs previous 13F +4,488 shares

    0.04% of the 13F portfolio, value $1,365,294.

    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 4,247 shares
    Change vs previous 13F +100 shares

    0.03% of the 13F portfolio, value $643,091.

    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 4,147 shares
    Change vs previous 13F -425 shares

    0.02% of the 13F portfolio, value $585,308.

    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 4,572 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $649,681.

    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 4,572 shares
    Change vs previous 13F -1,105 shares

    0.04% of the 13F portfolio, value $607,207.

    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 5,677 shares
    Change vs previous 13F -350 shares

    0.05% of the 13F portfolio, value $762,411.

    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 6,027 shares
    Change vs previous 13F +1,151 shares

    0.05% of the 13F portfolio, value $791,226.

    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 4,876 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $658,675.

    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).