Skip to content
Disclosery

BIP Wealth, LLC: EFA position timeline

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

BIP Wealth, LLC held 675,556 EFA 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 675,556 shares
    Change vs previous 13F +69,677 shares

    1.99% of the 13F portfolio, value $70,176,799.

    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 605,879 shares
    Change vs previous 13F -36,758 shares

    2.39% of the 13F portfolio, value $58,849,027.

    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 642,637 shares
    Change vs previous 13F -6,795 shares

    2.18% of the 13F portfolio, value $61,712,431.

    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 649,432 shares
    Change vs previous 13F +5,211 shares

    3% of the 13F portfolio, value $60,637,466.

    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 644,221 shares
    Change vs previous 13F -7,297 shares

    3.55% of the 13F portfolio, value $57,586,915.

    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 651,518 shares
    Change vs previous 13F +2,420 shares

    3.47% of the 13F portfolio, value $53,248,542.

    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 649,098 shares
    Change vs previous 13F -10,389 shares

    3.28% of the 13F portfolio, value $49,078,278.

    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 659,487 shares
    Change vs previous 13F not available

    3.76% of the 13F portfolio, value $55,149,612.

    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).