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Disclosery

BIP Wealth, LLC: SCHF position timeline

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

BIP Wealth, LLC held 1,264,724 SCHF 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 1,264,724 shares
    Change vs previous 13F +1,232,152 shares

    0.99% of the 13F portfolio, value $35,032,869.

    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 32,572 shares
    Change vs previous 13F -66,863 shares

    0.03% of the 13F portfolio, value $806,160.

    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 99,435 shares
    Change vs previous 13F +4,527 shares

    0.08% of the 13F portfolio, value $2,390,420.

    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 94,908 shares
    Change vs previous 13F +78,677 shares

    0.11% of the 13F portfolio, value $2,209,461.

    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 16,231 shares
    Change vs previous 13F -1,445 shares

    0.02% of the 13F portfolio, value $358,707.

    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 17,676 shares
    Change vs previous 13F +561 shares

    0.02% of the 13F portfolio, value $349,625.

    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 17,115 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $316,622.

    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).