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Disclosery

BIP Wealth, LLC: IWV position timeline

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

BIP Wealth, LLC held 4,405 IWV 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 4,405 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $1,878,159.

    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 4,405 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $1,632,731.

    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 4,405 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $1,703,954.

    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 4,405 shares
    Change vs previous 13F -8 shares

    0.08% of the 13F portfolio, value $1,669,113.

    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 4,413 shares
    Change vs previous 13F -5 shares

    0.1% of the 13F portfolio, value $1,548,854.

    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 4,418 shares
    Change vs previous 13F -19 shares

    0.09% of the 13F portfolio, value $1,403,213.

    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 4,437 shares
    Change vs previous 13F -88 shares

    0.1% of the 13F portfolio, value $1,482,919.

    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 4,525 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,478,610.

    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).