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Disclosery

BIP Wealth, LLC: ET position timeline

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

BIP Wealth, LLC held 42,069 ET 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 42,069 shares
    Change vs previous 13F +14,896 shares

    0.02% of the 13F portfolio, value $804,352.

    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 27,173 shares
    Change vs previous 13F -1,935 shares

    0.02% of the 13F portfolio, value $524,431.

    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 29,108 shares
    Change vs previous 13F -4,160 shares

    0.02% of the 13F portfolio, value $479,985.

    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 33,268 shares
    Change vs previous 13F -1,061 shares

    0.03% of the 13F portfolio, value $570,872.

    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 34,329 shares
    Change vs previous 13F +10,607 shares

    0.04% of the 13F portfolio, value $622,383.

    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 23,722 shares
    Change vs previous 13F -183 shares

    0.03% of the 13F portfolio, value $441,000.

    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 23,905 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $468,308.

    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).