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BlueChip Wealth Advisors LLC: FID position timeline

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

BlueChip Wealth Advisors LLC held 117,760 FID shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 117,760 shares
    Change vs previous 13F +5,979 shares

    0.96% of the 13F portfolio, value $2,527,082.

    13F-HR 0002015578-26-000008 filed by BlueChip Wealth Advisors 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 111,781 shares
    Change vs previous 13F +36 shares

    1.03% of the 13F portfolio, value $2,341,252.

    13F-HR 0002015578-26-000004 filed by BlueChip Wealth Advisors 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 111,745 shares
    Change vs previous 13F -396 shares

    0.97% of the 13F portfolio, value $2,296,359.

    13F-HR 0002015578-26-000002 filed by BlueChip Wealth Advisors 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 112,141 shares
    Change vs previous 13F +12,401 shares

    0.94% of the 13F portfolio, value $2,209,177.

    13F-HR 0002015578-25-000005 filed by BlueChip Wealth Advisors 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 99,740 shares
    Change vs previous 13F -3,287 shares

    0.85% of the 13F portfolio, value $1,917,004.

    13F-HR 0001085146-25-004332 filed by BlueChip Wealth Advisors 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 103,027 shares
    Change vs previous 13F +16,593 shares

    0.87% of the 13F portfolio, value $1,777,221.

    13F-HR 0001085146-25-002624 filed by BlueChip Wealth Advisors 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 86,434 shares
    Change vs previous 13F +17,357 shares

    0.78% of the 13F portfolio, value $1,407,145.

    13F-HR 0001085146-25-001054 filed by BlueChip Wealth Advisors 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 69,077 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $1,212,991.

    13F-HR 0001085146-24-005754 filed by BlueChip Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).