BIP Wealth, LLC

SEC CIK: 0001590214
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

CRF holding history

Cornerstone Total Return 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.

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

Shares (Q2 2026): 23,712
Value: $170.3K
% of portfolio: <0.1%
Quarters held: 3; Since Q4 2024

Holdings of CRF by BIP Wealth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	23,712	$170.3K	<0.1%	+23,712	New	Holders
Q2 2025	0	$0	0.0%	−16,000−100.0%	Sold out	Holders
Q1 2025	16,000	$114.9K	<0.1%	00.0%	Unchanged	Holders
Q4 2024	16,000	$139.0K	<0.1%	+16,000	New	Holders