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Disclosery

BIP Wealth, LLC: SNV position timeline

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

BIP Wealth, LLC held 0 SNV shares at 2026-03-31 per its 13F-HR filed 2026-04-27.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -23,429 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 23,429 shares
    Change vs previous 13F -175 shares

    0.04% of the 13F portfolio, value $1,172,621.

    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).

  3. period ended2025-09-30
    13F 23,604 shares
    Change vs previous 13F +1,848 shares

    0.06% of the 13F portfolio, value $1,158,484.

    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).

  4. period ended2025-06-30
    13F 21,756 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $1,125,873.

    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).

  5. period ended2025-03-31
    13F 21,756 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $1,016,875.

    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).

  6. period ended2024-12-31
    13F 21,756 shares
    Change vs previous 13F -303 shares

    0.07% of the 13F portfolio, value $1,114,560.

    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).

  7. period ended2024-09-30
    13F 22,059 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $980,964.

    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).