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Disclosery

BIP Wealth, LLC: GWX position timeline

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

BIP Wealth, LLC held 107,412 GWX 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 107,412 shares
    Change vs previous 13F +7,764 shares

    0.13% of the 13F portfolio, value $4,700,347.

    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 99,648 shares
    Change vs previous 13F -16,498 shares

    0.17% of the 13F portfolio, value $4,208,141.

    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 116,146 shares
    Change vs previous 13F +148 shares

    0.17% of the 13F portfolio, value $4,745,707.

    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 115,998 shares
    Change vs previous 13F +1,783 shares

    0.23% of the 13F portfolio, value $4,660,782.

    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 114,215 shares
    Change vs previous 13F +1,327 shares

    0.26% of the 13F portfolio, value $4,246,506.

    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 112,888 shares
    Change vs previous 13F +3,502 shares

    0.24% of the 13F portfolio, value $3,607,906.

    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 109,386 shares
    Change vs previous 13F +8,793 shares

    0.23% of the 13F portfolio, value $3,389,331.

    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 100,593 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $3,433,281.

    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).