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Disclosery

BIP Wealth, LLC: VCSH position timeline

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

BIP Wealth, LLC held 68,732 VCSH 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 68,732 shares
    Change vs previous 13F +13,411 shares

    0.15% of the 13F portfolio, value $5,431,901.

    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 55,321 shares
    Change vs previous 13F +5,844 shares

    0.18% of the 13F portfolio, value $4,385,271.

    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 49,477 shares
    Change vs previous 13F -1,094 shares

    0.14% of the 13F portfolio, value $3,944,806.

    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 50,571 shares
    Change vs previous 13F +12,461 shares

    0.2% of the 13F portfolio, value $4,042,088.

    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 38,110 shares
    Change vs previous 13F +1,428 shares

    0.19% of the 13F portfolio, value $3,029,698.

    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 36,682 shares
    Change vs previous 13F +11,805 shares

    0.19% of the 13F portfolio, value $2,895,682.

    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 24,877 shares
    Change vs previous 13F -298 shares

    0.13% of the 13F portfolio, value $1,940,685.

    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 25,175 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,999,458.

    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).