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Disclosery

BIP Wealth, LLC: SPSM position timeline

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

BIP Wealth, LLC held 15,663 SPSM 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 15,663 shares
    Change vs previous 13F +1,556 shares

    0.03% of the 13F portfolio, value $903,277.

    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 14,107 shares
    Change vs previous 13F +919 shares

    0.03% of the 13F portfolio, value $681,667.

    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 13,188 shares
    Change vs previous 13F -373 shares

    0.02% of the 13F portfolio, value $618,010.

    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 13,561 shares
    Change vs previous 13F -143 shares

    0.03% of the 13F portfolio, value $628,154.

    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 13,704 shares
    Change vs previous 13F -5,546 shares

    0.04% of the 13F portfolio, value $583,790.

    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 19,250 shares
    Change vs previous 13F -2,858 shares

    0.05% of the 13F portfolio, value $784,616.

    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 22,108 shares
    Change vs previous 13F +2,211 shares

    0.07% of the 13F portfolio, value $993,102.

    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 19,897 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $905,512.

    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).