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Disclosery

BIP Wealth, LLC: SDY position timeline

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

BIP Wealth, LLC held 7,189 SDY 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 7,189 shares
    Change vs previous 13F -211 shares

    0.03% of the 13F portfolio, value $1,093,989.

    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 7,400 shares
    Change vs previous 13F -151 shares

    0.04% of the 13F portfolio, value $1,079,997.

    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 7,551 shares
    Change vs previous 13F +3,038 shares

    0.04% of the 13F portfolio, value $1,050,840.

    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 4,513 shares
    Change vs previous 13F +1,821 shares

    0.03% of the 13F portfolio, value $632,046.

    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 2,692 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $365,385.

    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 2,692 shares
    Change vs previous 13F -939 shares

    0.02% of the 13F portfolio, value $365,251.

    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 3,631 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $479,655.

    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 3,631 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $515,747.

    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).