BIP Wealth, LLC

Position in MA — Mastercard Inc

CIK 1590214 ATLANTA, GA

Position in MA

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$872,092

+$319,469 QoQ

Shares Held

1,698

+53.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#2,156

of 3,563 holders

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

BIP Wealth, LLC holds $4,339,437 across 4 Credit Services names. MA ranks #3 (20.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	6,308	$2,164,211
2	AXP	American Express Co	2,938	$993,778
3	MA	Mastercard Inc This page	1,698	$872,092
4	COF	Capital One Financial Corp	1,542	$309,356

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$872,092	1,698	+53.5%	Shares	Sole	2026-08-03
2026-03-31	$552,623	1,106	-27.6%	Shares	Sole	2026-04-27
2025-12-31	$872,304	1,528	+1.8%	Shares	Sole	2026-01-21
2025-09-30	$853,783	1,501	+51.0%	Shares	Sole	2025-10-30
2025-06-30	$558,568	994	-9.5%	Shares	Sole	2025-07-31
2025-03-31	$601,835	1,098	-0.6%	Shares	Sole	2025-05-02
2024-12-31	$581,859	1,105	+12.2%	Shares	Sole	2025-02-14
2024-09-30	$486,393	985	+29.3%	Shares	Sole	2024-11-07
2024-06-30	$336,163	762	-15.1%	Shares	Sole	2024-08-08
2024-03-31	$431,968	897	+60.2%	Shares	Sole	2024-05-08
2023-12-31	$238,845	560	-4.4%	Shares	Sole	2024-02-02
2023-06-30	$230,473	586	-5.5%	Shares	Sole	2023-07-27
2023-03-31	$225,313	620	—	Shares	Sole	2023-05-10
No filing history on record for this holder in this stock.