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Disclosery

BIP Wealth, LLC: IWM position timeline

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

BIP Wealth, LLC held 95,927 IWM 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 95,927 shares
    Change vs previous 13F +10,591 shares

    0.82% of the 13F portfolio, value $28,821,358.

    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 85,336 shares
    Change vs previous 13F -7,900 shares

    0.86% of the 13F portfolio, value $21,163,394.

    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 93,236 shares
    Change vs previous 13F -3,654 shares

    0.81% of the 13F portfolio, value $22,950,859.

    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 96,890 shares
    Change vs previous 13F -901 shares

    1.16% of the 13F portfolio, value $23,443,484.

    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 97,791 shares
    Change vs previous 13F -600 shares

    1.3% of the 13F portfolio, value $21,102,276.

    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 98,391 shares
    Change vs previous 13F +1,728 shares

    1.28% of the 13F portfolio, value $19,627,956.

    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 96,663 shares
    Change vs previous 13F +480 shares

    1.43% of the 13F portfolio, value $21,358,564.

    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 96,183 shares
    Change vs previous 13F not available

    1.45% of the 13F portfolio, value $21,245,961.

    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).