Skip to content
Disclosery

BIP Wealth, LLC: SPYD position timeline

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

BIP Wealth, LLC held 107,943 SPYD 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 107,943 shares
    Change vs previous 13F -3,040 shares

    0.15% of the 13F portfolio, value $5,149,972.

    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 110,983 shares
    Change vs previous 13F -4,192 shares

    0.21% of the 13F portfolio, value $5,051,953.

    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 115,175 shares
    Change vs previous 13F -4,931 shares

    0.18% of the 13F portfolio, value $4,981,336.

    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 120,106 shares
    Change vs previous 13F -14,041 shares

    0.26% of the 13F portfolio, value $5,284,681.

    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 134,147 shares
    Change vs previous 13F -2,757 shares

    0.35% of the 13F portfolio, value $5,693,173.

    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 136,904 shares
    Change vs previous 13F -5,799 shares

    0.39% of the 13F portfolio, value $6,059,354.

    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 142,703 shares
    Change vs previous 13F -4,095 shares

    0.41% of the 13F portfolio, value $6,170,466.

    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 146,798 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $6,701,399.

    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).