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Disclosery

BIP Wealth, LLC: IWN position timeline

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

BIP Wealth, LLC held 5,323 IWN 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 5,323 shares
    Change vs previous 13F +1,058 shares

    0.03% of the 13F portfolio, value $1,177,525.

    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 4,265 shares
    Change vs previous 13F +824 shares

    0.03% of the 13F portfolio, value $808,628.

    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 3,441 shares
    Change vs previous 13F -15 shares

    0.02% of the 13F portfolio, value $623,544.

    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 3,456 shares
    Change vs previous 13F -40 shares

    0.03% of the 13F portfolio, value $611,055.

    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 3,496 shares
    Change vs previous 13F -1,067 shares

    0.03% of the 13F portfolio, value $551,529.

    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 4,563 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $688,943.

    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 4,563 shares
    Change vs previous 13F +938 shares

    0.05% of the 13F portfolio, value $749,131.

    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 3,625 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $604,723.

    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).