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BIP Wealth, LLC: PG position timeline

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

BIP Wealth, LLC held 24,655 PG 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 24,655 shares
    Change vs previous 13F +5,061 shares

    0.1% of the 13F portfolio, value $3,615,476.

    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 19,594 shares
    Change vs previous 13F -344 shares

    0.12% of the 13F portfolio, value $2,830,171.

    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 19,938 shares
    Change vs previous 13F +11,053 shares

    0.1% of the 13F portfolio, value $2,857,385.

    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 8,885 shares
    Change vs previous 13F +1,878 shares

    0.07% of the 13F portfolio, value $1,365,153.

    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 7,007 shares
    Change vs previous 13F -1,778 shares

    0.07% of the 13F portfolio, value $1,116,355.

    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 8,785 shares
    Change vs previous 13F -390 shares

    0.1% of the 13F portfolio, value $1,497,101.

    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 9,175 shares
    Change vs previous 13F -420 shares

    0.1% of the 13F portfolio, value $1,538,131.

    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 9,595 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,662,021.

    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).