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Disclosery

BIP Wealth, LLC: SPSB position timeline

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

BIP Wealth, LLC held 1,742,998 SPSB 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 1,742,998 shares
    Change vs previous 13F +264,822 shares

    1.48% of the 13F portfolio, value $52,307,357.

    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 1,478,176 shares
    Change vs previous 13F +27,514 shares

    1.81% of the 13F portfolio, value $44,448,758.

    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 1,450,662 shares
    Change vs previous 13F +161,263 shares

    1.55% of the 13F portfolio, value $43,810,003.

    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 1,289,399 shares
    Change vs previous 13F +584,356 shares

    1.93% of the 13F portfolio, value $39,055,908.

    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 705,043 shares
    Change vs previous 13F +126,073 shares

    1.31% of the 13F portfolio, value $21,285,261.

    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 578,970 shares
    Change vs previous 13F +26,438 shares

    1.14% of the 13F portfolio, value $17,427,007.

    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 552,532 shares
    Change vs previous 13F +9,233 shares

    1.1% of the 13F portfolio, value $16,498,594.

    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 543,299 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $16,451,141.

    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).