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Disclosery

BIP Wealth, LLC: VT position timeline

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

BIP Wealth, LLC held 395,865 VT 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 395,865 shares
    Change vs previous 13F +16,827 shares

    1.76% of the 13F portfolio, value $62,131,042.

    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 379,038 shares
    Change vs previous 13F -25,408 shares

    2.13% of the 13F portfolio, value $52,428,505.

    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 404,446 shares
    Change vs previous 13F +85,571 shares

    2.01% of the 13F portfolio, value $57,051,209.

    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 318,875 shares
    Change vs previous 13F -12,301 shares

    2.17% of the 13F portfolio, value $43,940,901.

    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 331,176 shares
    Change vs previous 13F -570 shares

    2.62% of the 13F portfolio, value $42,562,723.

    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 331,746 shares
    Change vs previous 13F +18,614 shares

    2.51% of the 13F portfolio, value $38,465,986.

    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 313,132 shares
    Change vs previous 13F +10,283 shares

    2.46% of the 13F portfolio, value $36,786,710.

    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 302,849 shares
    Change vs previous 13F not available

    2.47% of the 13F portfolio, value $36,226,642.

    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).