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Disclosery

BIP Wealth, LLC: IBTH position timeline

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

BIP Wealth, LLC held 666,092 IBTH 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 666,092 shares
    Change vs previous 13F +257,793 shares

    0.42% of the 13F portfolio, value $14,900,487.

    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 408,299 shares
    Change vs previous 13F +94,569 shares

    0.37% of the 13F portfolio, value $9,158,150.

    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 313,730 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $7,049,523.

    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).