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Disclosery

BIP Wealth, LLC: EFV position timeline

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

BIP Wealth, LLC held 166,410 EFV 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 166,410 shares
    Change vs previous 13F +14,761 shares

    0.36% of the 13F portfolio, value $12,738,676.

    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 151,649 shares
    Change vs previous 13F -6,905 shares

    0.46% of the 13F portfolio, value $11,275,118.

    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 158,554 shares
    Change vs previous 13F +2,278 shares

    0.4% of the 13F portfolio, value $11,322,347.

    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 156,276 shares
    Change vs previous 13F -11,195 shares

    0.52% of the 13F portfolio, value $10,600,185.

    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 167,471 shares
    Change vs previous 13F -8,810 shares

    0.65% of the 13F portfolio, value $10,631,058.

    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 176,281 shares
    Change vs previous 13F +3,203 shares

    0.68% of the 13F portfolio, value $10,389,995.

    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 173,078 shares
    Change vs previous 13F +15,159 shares

    0.61% of the 13F portfolio, value $9,081,417.

    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 157,919 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $9,085,125.

    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).