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Disclosery

BIP Wealth, LLC: VOO position timeline

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

BIP Wealth, LLC held 273,046 VOO 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 273,046 shares
    Change vs previous 13F +163,370 shares

    5.32% of the 13F portfolio, value $187,530,712.

    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 109,676 shares
    Change vs previous 13F -141,952 shares

    2.67% of the 13F portfolio, value $65,536,805.

    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 251,628 shares
    Change vs previous 13F +96,904 shares

    5.57% of the 13F portfolio, value $157,803,710.

    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 154,724 shares
    Change vs previous 13F +148,815 shares

    4.68% of the 13F portfolio, value $94,750,025.

    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 5,909 shares
    Change vs previous 13F +362 shares

    0.21% of the 13F portfolio, value $3,356,210.

    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 5,547 shares
    Change vs previous 13F +876 shares

    0.19% of the 13F portfolio, value $2,850,477.

    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 4,671 shares
    Change vs previous 13F +650 shares

    0.17% of the 13F portfolio, value $2,516,857.

    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 4,021 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $2,121,990.

    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).