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Disclosery

BIP Wealth, LLC: SCHG position timeline

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

BIP Wealth, LLC held 1,276,274 SCHG 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 1,276,274 shares
    Change vs previous 13F -670,259 shares

    1.23% of the 13F portfolio, value $43,189,111.

    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 1,946,533 shares
    Change vs previous 13F +167,030 shares

    2.31% of the 13F portfolio, value $56,702,518.

    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 1,779,503 shares
    Change vs previous 13F +1,746,355 shares

    2.05% of the 13F portfolio, value $58,047,382.

    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 33,148 shares
    Change vs previous 13F +16,121 shares

    0.05% of the 13F portfolio, value $1,057,756.

    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 17,027 shares
    Change vs previous 13F -3,917 shares

    0.03% of the 13F portfolio, value $497,355.

    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 20,944 shares
    Change vs previous 13F +383 shares

    0.03% of the 13F portfolio, value $524,445.

    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 20,561 shares
    Change vs previous 13F +16,256 shares

    0.04% of the 13F portfolio, value $573,046.

    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 4,305 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $448,555.

    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).