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Disclosery

BIP Wealth, LLC: USFR position timeline

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

BIP Wealth, LLC held 5,521,691 USFR 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 5,521,691 shares
    Change vs previous 13F +421,975 shares

    7.89% of the 13F portfolio, value $278,017,124.

    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 5,099,716 shares
    Change vs previous 13F -206,342 shares

    10.44% of the 13F portfolio, value $256,719,664.

    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 5,306,058 shares
    Change vs previous 13F -14,239,545 shares

    9.42% of the 13F portfolio, value $267,000,864.

    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 19,545,603 shares
    Change vs previous 13F +14,070,631 shares

    12.76% of the 13F portfolio, value $258,362,650.

    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 5,474,972 shares
    Change vs previous 13F -291,865 shares

    16.97% of the 13F portfolio, value $275,445,811.

    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 5,766,837 shares
    Change vs previous 13F +70,097 shares

    18.92% of the 13F portfolio, value $290,244,926.

    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 5,696,740 shares
    Change vs previous 13F -310,577 shares

    19.18% of the 13F portfolio, value $286,659,935.

    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 6,007,317 shares
    Change vs previous 13F not available

    20.53% of the 13F portfolio, value $301,426,360.

    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).