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Disclosery

BIP Wealth, LLC: IBTG position timeline

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

BIP Wealth, LLC held 398,667 IBTG 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 398,667 shares
    Change vs previous 13F -131,368 shares

    0.26% of the 13F portfolio, value $9,125,483.

    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 530,035 shares
    Change vs previous 13F +68,125 shares

    0.49% of the 13F portfolio, value $12,145,753.

    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 461,910 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $10,566,197.

    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).