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Disclosery

BIP Wealth, LLC: IVV position timeline

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

BIP Wealth, LLC held 47,085 IVV 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 47,085 shares
    Change vs previous 13F +21,490 shares

    1% of the 13F portfolio, value $35,261,567.

    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 25,595 shares
    Change vs previous 13F -186 shares

    0.68% of the 13F portfolio, value $16,718,848.

    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 25,781 shares
    Change vs previous 13F +7,618 shares

    0.62% of the 13F portfolio, value $17,658,431.

    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 18,163 shares
    Change vs previous 13F +3,191 shares

    0.6% of the 13F portfolio, value $12,156,210.

    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 14,972 shares
    Change vs previous 13F +1,312 shares

    0.57% of the 13F portfolio, value $9,296,150.

    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 13,660 shares
    Change vs previous 13F -509 shares

    0.5% of the 13F portfolio, value $7,675,467.

    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 14,169 shares
    Change vs previous 13F -314 shares

    0.56% of the 13F portfolio, value $8,341,279.

    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 14,483 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $8,354,620.

    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).