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Disclosery

BIP Wealth, LLC: MUB position timeline

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

BIP Wealth, LLC held 123,417 MUB 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 123,417 shares
    Change vs previous 13F +33,880 shares

    0.38% of the 13F portfolio, value $13,282,110.

    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 89,537 shares
    Change vs previous 13F -37 shares

    0.39% of the 13F portfolio, value $9,504,327.

    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 89,574 shares
    Change vs previous 13F +18,422 shares

    0.34% of the 13F portfolio, value $9,594,245.

    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 71,152 shares
    Change vs previous 13F +44,917 shares

    0.37% of the 13F portfolio, value $7,576,950.

    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 26,235 shares
    Change vs previous 13F +11,906 shares

    0.17% of the 13F portfolio, value $2,741,007.

    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 14,329 shares
    Change vs previous 13F +3,194 shares

    0.1% of the 13F portfolio, value $1,510,824.

    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 11,135 shares
    Change vs previous 13F +412 shares

    0.08% of the 13F portfolio, value $1,186,408.

    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 10,723 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,164,922.

    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).