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Disclosery

BIP Wealth, LLC: SPIB position timeline

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

BIP Wealth, LLC held 20,307 SPIB 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 20,307 shares
    Change vs previous 13F -1,334 shares

    0.02% of the 13F portfolio, value $679,472.

    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 21,641 shares
    Change vs previous 13F -1,043 shares

    0.03% of the 13F portfolio, value $725,839.

    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 22,684 shares
    Change vs previous 13F -95 shares

    0.03% of the 13F portfolio, value $766,946.

    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 22,779 shares
    Change vs previous 13F -4,571 shares

    0.04% of the 13F portfolio, value $771,980.

    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 27,350 shares
    Change vs previous 13F -1,635 shares

    0.06% of the 13F portfolio, value $918,413.

    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 28,985 shares
    Change vs previous 13F -2,222 shares

    0.06% of the 13F portfolio, value $963,461.

    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 31,207 shares
    Change vs previous 13F +6,964 shares

    0.07% of the 13F portfolio, value $1,022,341.

    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 24,243 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $817,232.

    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).