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Disclosery

BIP Wealth, LLC: SPYG position timeline

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

BIP Wealth, LLC held 261,498 SPYG 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 261,498 shares
    Change vs previous 13F +20,006 shares

    0.88% of the 13F portfolio, value $31,115,642.

    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 241,492 shares
    Change vs previous 13F +17,473 shares

    0.96% of the 13F portfolio, value $23,644,439.

    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 224,019 shares
    Change vs previous 13F +44,345 shares

    0.84% of the 13F portfolio, value $23,902,834.

    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 179,674 shares
    Change vs previous 13F +27,911 shares

    0.93% of the 13F portfolio, value $18,777,752.

    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 151,763 shares
    Change vs previous 13F +34,058 shares

    0.89% of the 13F portfolio, value $14,466,042.

    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 117,705 shares
    Change vs previous 13F +74,533 shares

    0.62% of the 13F portfolio, value $9,459,990.

    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 43,172 shares
    Change vs previous 13F +11,284 shares

    0.25% of the 13F portfolio, value $3,794,847.

    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 31,888 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $2,644,840.

    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).