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Disclosery

BIP Wealth, LLC: STIP position timeline

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

BIP Wealth, LLC held 178,686 STIP 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 178,686 shares
    Change vs previous 13F +24,129 shares

    0.52% of the 13F portfolio, value $18,254,519.

    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 154,557 shares
    Change vs previous 13F +7,950 shares

    0.65% of the 13F portfolio, value $15,985,829.

    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 146,607 shares
    Change vs previous 13F +6,861 shares

    0.53% of the 13F portfolio, value $15,011,062.

    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 139,746 shares
    Change vs previous 13F +17,661 shares

    0.71% of the 13F portfolio, value $14,444,130.

    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 122,085 shares
    Change vs previous 13F +3,237 shares

    0.77% of the 13F portfolio, value $12,563,835.

    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 118,848 shares
    Change vs previous 13F +5,319 shares

    0.8% of the 13F portfolio, value $12,297,153.

    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 113,529 shares
    Change vs previous 13F +9,655 shares

    0.76% of the 13F portfolio, value $11,421,059.

    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 103,874 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $10,526,156.

    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).