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Disclosery

BIP Wealth, LLC: VTV position timeline

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

BIP Wealth, LLC held 513,451 VTV 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 513,451 shares
    Change vs previous 13F +51,578 shares

    3.17% of the 13F portfolio, value $111,896,286.

    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 461,873 shares
    Change vs previous 13F -28,390 shares

    3.69% of the 13F portfolio, value $90,619,398.

    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 490,263 shares
    Change vs previous 13F +160,284 shares

    3.3% of the 13F portfolio, value $93,635,251.

    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 329,979 shares
    Change vs previous 13F -15,824 shares

    3.04% of the 13F portfolio, value $61,537,724.

    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 345,803 shares
    Change vs previous 13F +6,694 shares

    3.77% of the 13F portfolio, value $61,117,102.

    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 339,109 shares
    Change vs previous 13F -8,194 shares

    3.82% of the 13F portfolio, value $58,577,615.

    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 347,303 shares
    Change vs previous 13F +4,837 shares

    3.93% of the 13F portfolio, value $58,798,449.

    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 342,466 shares
    Change vs previous 13F not available

    4.07% of the 13F portfolio, value $59,765,132.

    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).