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Disclosery

BIP Wealth, LLC: SPYV position timeline

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

BIP Wealth, LLC held 520,295 SPYV 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 520,295 shares
    Change vs previous 13F +88,533 shares

    0.9% of the 13F portfolio, value $31,628,731.

    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 431,762 shares
    Change vs previous 13F -55,227 shares

    0.99% of the 13F portfolio, value $24,429,055.

    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 486,989 shares
    Change vs previous 13F -12,464 shares

    0.98% of the 13F portfolio, value $27,665,853.

    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 499,453 shares
    Change vs previous 13F -14,789 shares

    1.37% of the 13F portfolio, value $27,634,735.

    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 514,242 shares
    Change vs previous 13F -10,613 shares

    1.66% of the 13F portfolio, value $26,915,446.

    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 524,855 shares
    Change vs previous 13F -45,894 shares

    1.75% of the 13F portfolio, value $26,804,356.

    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 570,749 shares
    Change vs previous 13F -40,988 shares

    1.95% of the 13F portfolio, value $29,188,116.

    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 611,737 shares
    Change vs previous 13F not available

    2.2% of the 13F portfolio, value $32,328,037.

    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).