Position in BIPH
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$198,610
+$198,301 QoQ
Shares Held
13,153
+48.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BIPH Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Mar 31, 2026CWM, LLC holds $5,066,780 across 6 Utilities - Diversified names. BIPH ranks #4 (3.9% of the industry book) .
All Filings in BIPH
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $198,610 | 13,153 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $309 | 8,884 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $310 | 9,433 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $189 | 5,628 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $94 | 3,139 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $100 | 3,139 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $113 | 3,231 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $88 | 3,198 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $93 | 2,986 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $94 | 2,986 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $66 | 2,233 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $160 | 4,390 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $162 | 4,807 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $73 | 2,364 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $39,360 | 2,364 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $43,190 | 2,364 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $34,896 | 1,592 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $31,186 | 1,240 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $25,984 | 1,023 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | — | 1,023 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | — | 1,023 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | — | 1,023 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | — | 1,023 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | — | 1,023 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||