Number of Shares
30,424
Previous 20,282 50.0%
Holding current value
$464 Million
Previous $329 Million 41.13%
% of portfolio
0.03%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 31, 2025

BUY
N/A
10,142 Added 50.0%
30,424 $464 Million
Q1 2025

May 02, 2025

BUY
N/A
10,141 Added 100.0%
20,282 $329 Million
Q4 2024

Feb 14, 2025

BUY
N/A
10,141 New
10,141 $168 Million
Track This Portfolio

Track Bip Wealth, LLC Portfolio

Follow Bip Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bip Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bip Wealth, LLC with notifications on news.