Skip to content
Disclosery

BIP Wealth, LLC: SPDW position timeline

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

BIP Wealth, LLC held 170,740 SPDW 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 170,740 shares
    Change vs previous 13F +22,832 shares

    0.24% of the 13F portfolio, value $8,603,579.

    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 147,908 shares
    Change vs previous 13F -27,962 shares

    0.27% of the 13F portfolio, value $6,751,986.

    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 175,870 shares
    Change vs previous 13F -7,677 shares

    0.28% of the 13F portfolio, value $7,810,381.

    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 183,547 shares
    Change vs previous 13F -8,017 shares

    0.39% of the 13F portfolio, value $7,853,994.

    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 191,564 shares
    Change vs previous 13F -6,573 shares

    0.48% of the 13F portfolio, value $7,756,443.

    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 198,137 shares
    Change vs previous 13F -12,445 shares

    0.47% of the 13F portfolio, value $7,214,168.

    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 210,582 shares
    Change vs previous 13F -7,758 shares

    0.48% of the 13F portfolio, value $7,187,163.

    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 218,340 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $8,200,910.

    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).