BIP Wealth, LLC

SEC CIK: 0001590214
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

CLM holding history

Cornerstone Strategic Investment Fund, 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.

CLM overview All 13F holders of CLM Full Q2 2026 holdings

Shares (Q2 2026): 20,898
Value: $158.0K
% of portfolio: <0.1%
Quarters held: 3; Since Q4 2024

Holdings of CLM by BIP Wealth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	20,898	$158.0K	<0.1%	+20,898	New	Holders
Q2 2025	0	$0	0.0%	−16,000−100.0%	Sold out	Holders
Q1 2025	16,000	$118.9K	<0.1%	00.0%	Unchanged	Holders
Q4 2024	16,000	$137.4K	<0.1%	+16,000	New	Holders