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Disclosery

BIP Wealth, LLC: SUB position timeline

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

BIP Wealth, LLC held 239,389 SUB 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 239,389 shares
    Change vs previous 13F +143,717 shares

    0.72% of the 13F portfolio, value $25,487,761.

    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 95,672 shares
    Change vs previous 13F -82,337 shares

    0.41% of the 13F portfolio, value $10,189,099.

    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 178,009 shares
    Change vs previous 13F +6,952 shares

    0.67% of the 13F portfolio, value $18,993,591.

    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 171,057 shares
    Change vs previous 13F +132,053 shares

    0.9% of the 13F portfolio, value $18,265,498.

    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 39,004 shares
    Change vs previous 13F +12,950 shares

    0.26% of the 13F portfolio, value $4,147,716.

    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 26,054 shares
    Change vs previous 13F +5,403 shares

    0.18% of the 13F portfolio, value $2,751,333.

    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 20,651 shares
    Change vs previous 13F +621 shares

    0.15% of the 13F portfolio, value $2,178,298.

    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 20,030 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $2,127,017.

    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).