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Disclosery

BIP Wealth, LLC: SCHW position timeline

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

BIP Wealth, LLC held 13,383 SCHW 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 13,383 shares
    Change vs previous 13F +74 shares

    0.04% of the 13F portfolio, value $1,234,849.

    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 13,309 shares
    Change vs previous 13F +609 shares

    0.05% of the 13F portfolio, value $1,250,779.

    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 12,700 shares
    Change vs previous 13F +95 shares

    0.04% of the 13F portfolio, value $1,268,857.

    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 12,605 shares
    Change vs previous 13F +472 shares

    0.06% of the 13F portfolio, value $1,203,399.

    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 12,133 shares
    Change vs previous 13F -4,556 shares

    0.07% of the 13F portfolio, value $1,107,015.

    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 16,689 shares
    Change vs previous 13F -1,569 shares

    0.09% of the 13F portfolio, value $1,306,415.

    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 18,258 shares
    Change vs previous 13F +197 shares

    0.09% of the 13F portfolio, value $1,351,275.

    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 18,061 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,170,533.

    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).