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Disclosery

BIP Wealth, LLC: VIG position timeline

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

BIP Wealth, LLC held 39,990 VIG 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 39,990 shares
    Change vs previous 13F -44,492 shares

    0.27% of the 13F portfolio, value $9,462,422.

    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 84,482 shares
    Change vs previous 13F -6,847 shares

    0.74% of the 13F portfolio, value $18,168,637.

    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 91,329 shares
    Change vs previous 13F +59,825 shares

    0.71% of the 13F portfolio, value $20,072,285.

    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 31,504 shares
    Change vs previous 13F -579 shares

    0.34% of the 13F portfolio, value $6,798,109.

    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 32,083 shares
    Change vs previous 13F -883 shares

    0.4% of the 13F portfolio, value $6,566,574.

    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 32,966 shares
    Change vs previous 13F +339 shares

    0.42% of the 13F portfolio, value $6,395,019.

    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 32,627 shares
    Change vs previous 13F -704 shares

    0.43% of the 13F portfolio, value $6,389,299.

    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 33,331 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $6,601,703.

    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).