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Disclosery

BIP Wealth, LLC: VYM position timeline

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

BIP Wealth, LLC held 53,374 VYM 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 53,374 shares
    Change vs previous 13F +14,854 shares

    0.24% of the 13F portfolio, value $8,434,746.

    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 38,520 shares
    Change vs previous 13F -7,064 shares

    0.23% of the 13F portfolio, value $5,704,879.

    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 45,584 shares
    Change vs previous 13F -1,566 shares

    0.23% of the 13F portfolio, value $6,542,280.

    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 47,150 shares
    Change vs previous 13F -6,433 shares

    0.33% of the 13F portfolio, value $6,645,881.

    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 53,583 shares
    Change vs previous 13F -2,539 shares

    0.44% of the 13F portfolio, value $7,143,233.

    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 56,122 shares
    Change vs previous 13F -5,037 shares

    0.47% of the 13F portfolio, value $7,237,431.

    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 61,159 shares
    Change vs previous 13F -3,933 shares

    0.52% of the 13F portfolio, value $7,803,216.

    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 65,092 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $8,344,942.

    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).