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Disclosery

BIP Wealth, LLC: V position timeline

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

BIP Wealth, LLC held 6,308 V 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 6,308 shares
    Change vs previous 13F +354 shares

    0.06% of the 13F portfolio, value $2,164,371.

    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 5,954 shares
    Change vs previous 13F -1,733 shares

    0.07% of the 13F portfolio, value $1,799,542.

    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 7,687 shares
    Change vs previous 13F +3,183 shares

    0.1% of the 13F portfolio, value $2,696,005.

    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 4,504 shares
    Change vs previous 13F +1,736 shares

    0.08% of the 13F portfolio, value $1,537,703.

    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 2,768 shares
    Change vs previous 13F -166 shares

    0.06% of the 13F portfolio, value $982,887.

    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 2,934 shares
    Change vs previous 13F -264 shares

    0.07% of the 13F portfolio, value $1,028,425.

    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 3,198 shares
    Change vs previous 13F +590 shares

    0.07% of the 13F portfolio, value $1,010,836.

    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 2,608 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $717,281.

    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).