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Disclosery

BIP Wealth, LLC: DXIV position timeline

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

BIP Wealth, LLC held 15,605 DXIV 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 15,605 shares
    Change vs previous 13F +2,857 shares

    0.03% of the 13F portfolio, value $1,092,379.

    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 12,748 shares
    Change vs previous 13F +900 shares

    0.04% of the 13F portfolio, value $860,977.

    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 11,848 shares
    Change vs previous 13F +1,154 shares

    0.03% of the 13F portfolio, value $770,979.

    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 10,694 shares
    Change vs previous 13F +2,751 shares

    0.03% of the 13F portfolio, value $658,004.

    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 7,943 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $461,126.

    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).