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Disclosery

BIP Wealth, LLC: RWO position timeline

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

BIP Wealth, LLC held 21,701 RWO 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 21,701 shares
    Change vs previous 13F +814 shares

    0.03% of the 13F portfolio, value $1,078,770.

    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 20,887 shares
    Change vs previous 13F -4,220 shares

    0.04% of the 13F portfolio, value $955,993.

    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 25,107 shares
    Change vs previous 13F -861 shares

    0.04% of the 13F portfolio, value $1,130,300.

    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 25,968 shares
    Change vs previous 13F -2,608 shares

    0.06% of the 13F portfolio, value $1,188,558.

    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 28,576 shares
    Change vs previous 13F -1,866 shares

    0.08% of the 13F portfolio, value $1,261,337.

    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 30,442 shares
    Change vs previous 13F -1,710 shares

    0.09% of the 13F portfolio, value $1,328,494.

    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 32,152 shares
    Change vs previous 13F -1,496 shares

    0.09% of the 13F portfolio, value $1,379,000.

    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 33,648 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,599,329.

    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).