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BIP Wealth, LLC

SEC CIK
0001590214
Latest filing
Aug 3, 2026

AI holding history

C3.ai, Inc. in every 13F filed by BIP Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AI overviewAll 13F holders of AIFull Q2 2026 holdings

Shares (Q2 2026)
10,360
Value
$94.2K
% of portfolio
<0.1%
Quarters held
12
Since Q1 2023
Holdings of AI by BIP Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,360$94.2K<0.1%+10,360NewHolders
Q1 20260$00.0%−10,312−100.0%Sold outHolders
Q4 202510,312$139.0K<0.1%−1,559−13.1%ReducedHolders
Q3 202511,871$205.8K<0.1%+1,571+15.3%AddedHolders
Q2 202510,300$253.1K<0.1%00.0%UnchangedHolders
Q1 202510,300$216.8K<0.1%00.0%UnchangedHolders
Q4 202410,300$354.6K<0.1%00.0%UnchangedHolders
Q3 202410,300$249.6K<0.1%+10,300NewHolders
Q2 20240$00.0%−10,300−100.0%Sold outHolders
Q1 202410,300$278.8K<0.1%+300+3.0%AddedHolders
Q4 202310,000$287.1K<0.1%00.0%UnchangedHolders
Q3 202310,000$255.2K<0.1%00.0%UnchangedHolders
Q2 202310,000$364.3K<0.1%00.0%UnchangedHolders
Q1 202310,000$335.7K<0.1%–No prior filingHolders