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Disclosery

4WEALTH ADVISORS, INC.: BIL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 4WEALTH ADVISORS, INC. on BIL, newest first. How the timeline and the estimate are built.

4WEALTH ADVISORS, INC. held 78,290 BIL shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 78,290 shares
    Change vs previous 13F +12,381 shares

    4.96% of the 13F portfolio, value $7,175,325.

    13F-HR 0001941040-26-000721 filed by 4WEALTH ADVISORS, INC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 65,909 shares
    Change vs previous 13F +22,847 shares

    4.64% of the 13F portfolio, value $6,039,921.

    13F-HR 0001941040-26-000425 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 43,062 shares
    Change vs previous 13F +36,226 shares

    3.37% of the 13F portfolio, value $3,946,187.

    13F-HR 0001941040-26-000269 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 6,836 shares
    Change vs previous 13F +3,318 shares

    0.54% of the 13F portfolio, value $624,674.

    13F-HR 0001941040-26-000036 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 3,518 shares
    Change vs previous 13F +203 shares

    0.3% of the 13F portfolio, value $322,777.

    13F-HR 0001941040-25-000575 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 3,315 shares
    Change vs previous 13F +79 shares

    0.32% of the 13F portfolio, value $304,085.

    13F-HR 0001941040-25-000412 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 3,236 shares
    Change vs previous 13F -12,074 shares

    0.33% of the 13F portfolio, value $296,838.

    13F-HR 0001941040-25-000258 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 15,310 shares
    Change vs previous 13F not available

    1.43% of the 13F portfolio, value $1,399,801.

    13F-HR 0001941040-25-000166 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).