Position in AR
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,633,412
-$339,326 QoQ
Shares Held
46,483
0.0% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#241
of 618 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AR Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026BIP Wealth, LLC holds $2,433,238 across 3 Oil & Gas E&P names. AR ranks #1 (67.1% of the industry book) .
All Filings in AR
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,633,412 | 46,483 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,972,738 | 46,483 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,601,804 | 46,483 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,559,969 | 46,483 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,872,335 | 46,483 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,890,367 | 46,745 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,825,824 | 52,092 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||