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Disclosery

BIP Wealth, LLC: SCHX position timeline

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

BIP Wealth, LLC held 303,145 SCHX 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 303,145 shares
    Change vs previous 13F +282,621 shares

    0.25% of the 13F portfolio, value $8,921,568.

    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 20,524 shares
    Change vs previous 13F +5,352 shares

    0.02% of the 13F portfolio, value $526,236.

    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 15,172 shares
    Change vs previous 13F +2,258 shares

    0.01% of the 13F portfolio, value $408,280.

    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 12,914 shares
    Change vs previous 13F +41 shares

    0.02% of the 13F portfolio, value $340,156.

    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 12,873 shares
    Change vs previous 13F -2,187 shares

    0.02% of the 13F portfolio, value $314,620.

    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 15,060 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $332,525.

    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 15,060 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $349,091.

    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).