Skip to content
Disclosery

BIP Wealth, LLC: TFC position timeline

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

BIP Wealth, LLC held 25,129 TFC 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 25,129 shares
    Change vs previous 13F -1,046 shares

    0.04% of the 13F portfolio, value $1,251,918.

    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 26,175 shares
    Change vs previous 13F -2,420 shares

    0.05% of the 13F portfolio, value $1,203,265.

    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 28,595 shares
    Change vs previous 13F +6,412 shares

    0.05% of the 13F portfolio, value $1,407,156.

    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 22,183 shares
    Change vs previous 13F +2,143 shares

    0.05% of the 13F portfolio, value $1,014,207.

    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 20,040 shares
    Change vs previous 13F -420 shares

    0.05% of the 13F portfolio, value $861,520.

    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 20,460 shares
    Change vs previous 13F -65 shares

    0.05% of the 13F portfolio, value $841,929.

    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 20,525 shares
    Change vs previous 13F +12,052 shares

    0.06% of the 13F portfolio, value $890,375.

    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 8,473 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $362,390.

    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).