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Disclosery

BIP Wealth, LLC: SPIP position timeline

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

BIP Wealth, LLC held 24,812 SPIP 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 24,812 shares
    Change vs previous 13F +1,235 shares

    0.02% of the 13F portfolio, value $637,164.

    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 23,577 shares
    Change vs previous 13F -488 shares

    0.02% of the 13F portfolio, value $613,230.

    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 24,065 shares
    Change vs previous 13F -1,313 shares

    0.02% of the 13F portfolio, value $624,498.

    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 25,378 shares
    Change vs previous 13F -2,107 shares

    0.03% of the 13F portfolio, value $667,834.

    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 27,485 shares
    Change vs previous 13F -7,407 shares

    0.04% of the 13F portfolio, value $716,270.

    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 34,892 shares
    Change vs previous 13F -4,634 shares

    0.06% of the 13F portfolio, value $920,452.

    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 39,526 shares
    Change vs previous 13F +3,380 shares

    0.07% of the 13F portfolio, value $1,000,400.

    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 36,146 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $949,917.

    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).