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BIP Wealth, LLC: DXUV position timeline

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

BIP Wealth, LLC held 28,851 DXUV 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 28,851 shares
    Change vs previous 13F +3,626 shares

    0.05% of the 13F portfolio, value $1,918,574.

    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 25,225 shares
    Change vs previous 13F +2,921 shares

    0.06% of the 13F portfolio, value $1,497,108.

    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 22,304 shares
    Change vs previous 13F +2,557 shares

    0.05% of the 13F portfolio, value $1,333,316.

    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 19,747 shares
    Change vs previous 13F +4,544 shares

    0.06% of the 13F portfolio, value $1,154,013.

    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 15,203 shares
    Change vs previous 13F +10,064 shares

    0.05% of the 13F portfolio, value $824,481.

    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 5,139 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $258,265.

    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).