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BIP Wealth, LLC: EWX position timeline

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

BIP Wealth, LLC held 95,321 EWX 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 95,321 shares
    Change vs previous 13F +11,498 shares

    0.2% of the 13F portfolio, value $7,082,850.

    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 83,823 shares
    Change vs previous 13F -11,779 shares

    0.23% of the 13F portfolio, value $5,542,371.

    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 95,602 shares
    Change vs previous 13F -3,669 shares

    0.22% of the 13F portfolio, value $6,276,840.

    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 99,271 shares
    Change vs previous 13F -1,283 shares

    0.33% of the 13F portfolio, value $6,679,892.

    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 100,554 shares
    Change vs previous 13F -8,767 shares

    0.38% of the 13F portfolio, value $6,237,321.

    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 109,321 shares
    Change vs previous 13F -9,361 shares

    0.4% of the 13F portfolio, value $6,190,838.

    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 118,682 shares
    Change vs previous 13F +11,146 shares

    0.47% of the 13F portfolio, value $6,955,925.

    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 107,536 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $6,708,065.

    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).