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Disclosery

BIP Wealth, LLC: HD position timeline

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

BIP Wealth, LLC held 25,397 HD 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 25,397 shares
    Change vs previous 13F +5,993 shares

    0.25% of the 13F portfolio, value $8,956,864.

    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 19,404 shares
    Change vs previous 13F -2,007 shares

    0.26% of the 13F portfolio, value $6,381,689.

    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 21,411 shares
    Change vs previous 13F +1,117 shares

    0.26% of the 13F portfolio, value $7,367,550.

    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 20,294 shares
    Change vs previous 13F +616 shares

    0.41% of the 13F portfolio, value $8,222,951.

    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 19,678 shares
    Change vs previous 13F +1,012 shares

    0.44% of the 13F portfolio, value $7,215,048.

    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 18,666 shares
    Change vs previous 13F -75 shares

    0.45% of the 13F portfolio, value $6,841,034.

    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 18,741 shares
    Change vs previous 13F -394 shares

    0.49% of the 13F portfolio, value $7,290,172.

    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 19,135 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $7,753,773.

    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).