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Disclosery

BIP Wealth, LLC: ITOT position timeline

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

BIP Wealth, LLC held 66,714 ITOT 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 66,714 shares
    Change vs previous 13F +9,062 shares

    0.31% of the 13F portfolio, value $10,959,177.

    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 57,652 shares
    Change vs previous 13F +4,131 shares

    0.33% of the 13F portfolio, value $8,211,354.

    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 53,521 shares
    Change vs previous 13F +37,947 shares

    0.28% of the 13F portfolio, value $7,957,978.

    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 15,574 shares
    Change vs previous 13F -66 shares

    0.11% of the 13F portfolio, value $2,268,356.

    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 15,640 shares
    Change vs previous 13F +109 shares

    0.13% of the 13F portfolio, value $2,112,109.

    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 15,531 shares
    Change vs previous 13F +3 shares

    0.12% of the 13F portfolio, value $1,894,954.

    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 15,528 shares
    Change vs previous 13F -208 shares

    0.13% of the 13F portfolio, value $1,997,213.

    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 15,736 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,976,833.

    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).