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Accurate Wealth Management, LLC: BIL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Accurate Wealth Management, LLC on BIL, newest first. How the timeline and the estimate are built.

Accurate Wealth Management, LLC held 25,286 BIL shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,286 shares
    Change vs previous 13F -4,881 shares

    0.22% of the 13F portfolio, value $2,313,580.

    13F-HR 0001754960-26-000528 filed by Accurate Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 30,167 shares
    Change vs previous 13F -4,324 shares

    0.33% of the 13F portfolio, value $2,759,792.

    13F-HR 0001754960-26-000311 filed by Accurate Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 34,491 shares
    Change vs previous 13F +1,411 shares

    0.4% of the 13F portfolio, value $3,154,745.

    13F-HR 0001754960-26-000054 filed by Accurate Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 33,080 shares
    Change vs previous 13F +4,914 shares

    0.4% of the 13F portfolio, value $3,029,455.

    13F-HR 0001754960-25-000687 filed by Accurate Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 28,166 shares
    Change vs previous 13F -17,934 shares

    0.39% of the 13F portfolio, value $2,578,296.

    13F-HR 0001754960-25-000384 filed by Accurate Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 46,100 shares
    Change vs previous 13F -80,354 shares

    0.81% of the 13F portfolio, value $4,220,929.

    13F-HR 0001754960-25-000190 filed by Accurate Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 126,454 shares
    Change vs previous 13F +83,899 shares

    2.22% of the 13F portfolio, value $11,575,605.

    13F-HR 0001754960-25-000019 filed by Accurate Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 42,555 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $3,898,933.

    13F-HR 0001754960-24-000509 filed by Accurate Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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