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Disclosery

BIP Wealth, LLC: SPYM position timeline

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

BIP Wealth, LLC held 139,300 SPYM 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 139,300 shares
    Change vs previous 13F +16,960 shares

    0.35% of the 13F portfolio, value $12,241,721.

    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 122,340 shares
    Change vs previous 13F -8,063 shares

    0.38% of the 13F portfolio, value $9,363,874.

    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 130,403 shares
    Change vs previous 13F +4,003 shares

    0.37% of the 13F portfolio, value $10,460,893.

    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 126,400 shares
    Change vs previous 13F +41,443 shares

    0.49% of the 13F portfolio, value $9,902,214.

    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 84,957 shares
    Change vs previous 13F +26,523 shares

    0.38% of the 13F portfolio, value $6,175,549.

    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 58,434 shares
    Change vs previous 13F -223 shares

    0.25% of the 13F portfolio, value $3,842,637.

    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 58,657 shares
    Change vs previous 13F +6,669 shares

    0.27% of the 13F portfolio, value $4,043,804.

    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 51,988 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $3,509,720.

    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).