Skip to content
Disclosery

BIP Wealth, LLC: SPY position timeline

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

BIP Wealth, LLC held 503,321 SPY 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 503,321 shares
    Change vs previous 13F +12,192 shares

    10.66% of the 13F portfolio, value $375,864,846.

    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 491,129 shares
    Change vs previous 13F -27,922 shares

    12.99% of the 13F portfolio, value $319,400,595.

    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 519,051 shares
    Change vs previous 13F +6,420 shares

    12.49% of the 13F portfolio, value $353,951,410.

    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 512,631 shares
    Change vs previous 13F -15,878 shares

    16.87% of the 13F portfolio, value $341,504,578.

    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 528,509 shares
    Change vs previous 13F -6,778 shares

    20.12% of the 13F portfolio, value $326,539,324.

    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 535,287 shares
    Change vs previous 13F +10,025 shares

    19.52% of the 13F portfolio, value $299,434,462.

    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 525,262 shares
    Change vs previous 13F +141 shares

    20.6% of the 13F portfolio, value $307,845,540.

    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 525,121 shares
    Change vs previous 13F not available

    20.52% of the 13F portfolio, value $301,294,023.

    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).