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Disclosery

BIP Wealth, LLC: VB position timeline

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

BIP Wealth, LLC held 33,588 VB 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 33,588 shares
    Change vs previous 13F +5,207 shares

    0.29% of the 13F portfolio, value $10,181,190.

    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 28,381 shares
    Change vs previous 13F -1,348 shares

    0.3% of the 13F portfolio, value $7,433,534.

    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 29,729 shares
    Change vs previous 13F +2,051 shares

    0.27% of the 13F portfolio, value $7,668,591.

    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 27,678 shares
    Change vs previous 13F +3,662 shares

    0.35% of the 13F portfolio, value $7,038,033.

    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 24,016 shares
    Change vs previous 13F +174 shares

    0.35% of the 13F portfolio, value $5,691,254.

    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 23,842 shares
    Change vs previous 13F +722 shares

    0.34% of the 13F portfolio, value $5,286,914.

    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 23,120 shares
    Change vs previous 13F +2,766 shares

    0.37% of the 13F portfolio, value $5,555,311.

    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 20,354 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $4,828,369.

    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).