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Disclosery

BIP Wealth, LLC: WMT position timeline

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

BIP Wealth, LLC held 39,505 WMT 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 39,505 shares
    Change vs previous 13F +1,306 shares

    0.13% of the 13F portfolio, value $4,474,368.

    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 38,199 shares
    Change vs previous 13F -1,369 shares

    0.19% of the 13F portfolio, value $4,747,362.

    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 39,568 shares
    Change vs previous 13F +18,399 shares

    0.16% of the 13F portfolio, value $4,408,306.

    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 21,169 shares
    Change vs previous 13F +3,406 shares

    0.11% of the 13F portfolio, value $2,181,642.

    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 17,763 shares
    Change vs previous 13F +323 shares

    0.11% of the 13F portfolio, value $1,736,951.

    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 17,440 shares
    Change vs previous 13F -35 shares

    0.1% of the 13F portfolio, value $1,531,059.

    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 17,475 shares
    Change vs previous 13F +1,281 shares

    0.11% of the 13F portfolio, value $1,578,885.

    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 16,194 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,307,735.

    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).