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Disclosery

BIP Wealth, LLC: PHYS position timeline

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

BIP Wealth, LLC held 515,018 PHYS 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 515,018 shares
    Change vs previous 13F +8,296 shares

    0.44% of the 13F portfolio, value $15,538,083.

    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 506,722 shares
    Change vs previous 13F +15,372 shares

    0.73% of the 13F portfolio, value $17,958,216.

    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 491,350 shares
    Change vs previous 13F +378,445 shares

    0.57% of the 13F portfolio, value $16,224,381.

    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 112,905 shares
    Change vs previous 13F +9,035 shares

    0.17% of the 13F portfolio, value $3,344,252.

    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 103,870 shares
    Change vs previous 13F -612 shares

    0.16% of the 13F portfolio, value $2,633,105.

    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 104,482 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $2,513,837.

    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 104,482 shares
    Change vs previous 13F +612 shares

    0.14% of the 13F portfolio, value $2,104,267.

    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 103,870 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $2,116,871.

    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).