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Disclosery

BIP Wealth, LLC: SPTM position timeline

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

BIP Wealth, LLC held 282,526 SPTM 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 282,526 shares
    Change vs previous 13F +35,142 shares

    0.73% of the 13F portfolio, value $25,650,543.

    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 247,384 shares
    Change vs previous 13F -23,158 shares

    0.8% of the 13F portfolio, value $19,558,159.

    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 270,542 shares
    Change vs previous 13F +2,085 shares

    0.79% of the 13F portfolio, value $22,319,727.

    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 268,457 shares
    Change vs previous 13F +8,090 shares

    1.07% of the 13F portfolio, value $21,651,082.

    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 260,367 shares
    Change vs previous 13F +23,285 shares

    1.2% of the 13F portfolio, value $19,498,865.

    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 237,082 shares
    Change vs previous 13F +18,512 shares

    1.05% of the 13F portfolio, value $16,123,969.

    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 218,570 shares
    Change vs previous 13F -5,726 shares

    1.04% of the 13F portfolio, value $15,612,428.

    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 224,296 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $15,717,765.

    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).