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Disclosery

BIP Wealth, LLC: IVE position timeline

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

BIP Wealth, LLC held 7,238 IVE 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 7,238 shares
    Change vs previous 13F +2,241 shares

    0.05% of the 13F portfolio, value $1,643,484.

    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 4,997 shares
    Change vs previous 13F -2,819 shares

    0.04% of the 13F portfolio, value $1,055,065.

    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 7,816 shares
    Change vs previous 13F +1,815 shares

    0.06% of the 13F portfolio, value $1,657,488.

    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 6,001 shares
    Change vs previous 13F +3,898 shares

    0.06% of the 13F portfolio, value $1,239,136.

    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 2,103 shares
    Change vs previous 13F -495 shares

    0.03% of the 13F portfolio, value $410,881.

    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 2,598 shares
    Change vs previous 13F +42 shares

    0.03% of the 13F portfolio, value $495,065.

    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 2,556 shares
    Change vs previous 13F +524 shares

    0.03% of the 13F portfolio, value $487,853.

    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 2,032 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $400,838.

    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).