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Disclosery

BIP Wealth, LLC: SLYV position timeline

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

BIP Wealth, LLC held 121,966 SLYV 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 121,966 shares
    Change vs previous 13F +6,915 shares

    0.38% of the 13F portfolio, value $13,307,659.

    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 115,051 shares
    Change vs previous 13F -11,293 shares

    0.44% of the 13F portfolio, value $10,881,529.

    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 126,344 shares
    Change vs previous 13F -5,265 shares

    0.41% of the 13F portfolio, value $11,493,473.

    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 131,609 shares
    Change vs previous 13F -8,049 shares

    0.58% of the 13F portfolio, value $11,667,096.

    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 139,658 shares
    Change vs previous 13F +15,107 shares

    0.69% of the 13F portfolio, value $11,139,127.

    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 124,551 shares
    Change vs previous 13F +15,755 shares

    0.64% of the 13F portfolio, value $9,764,834.

    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 108,796 shares
    Change vs previous 13F +6,964 shares

    0.64% of the 13F portfolio, value $9,492,485.

    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 101,832 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $8,841,170.

    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).