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Disclosery

BIP Wealth, LLC: ULST position timeline

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

BIP Wealth, LLC held 665,102 ULST 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 665,102 shares
    Change vs previous 13F +76,924 shares

    0.76% of the 13F portfolio, value $26,886,737.

    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 588,178 shares
    Change vs previous 13F +21,195 shares

    0.97% of the 13F portfolio, value $23,821,210.

    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 566,983 shares
    Change vs previous 13F +13,318 shares

    0.81% of the 13F portfolio, value $22,965,654.

    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 553,665 shares
    Change vs previous 13F +14,112 shares

    1.11% of the 13F portfolio, value $22,528,651.

    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 539,553 shares
    Change vs previous 13F +594 shares

    1.35% of the 13F portfolio, value $21,938,196.

    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 538,959 shares
    Change vs previous 13F +38,469 shares

    1.43% of the 13F portfolio, value $21,908,693.

    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 500,490 shares
    Change vs previous 13F +31,818 shares

    1.35% of the 13F portfolio, value $20,224,803.

    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 468,672 shares
    Change vs previous 13F not available

    1.3% of the 13F portfolio, value $19,112,462.

    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).