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Disclosery

Adams Wealth Management: BIL position timeline

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

Adams Wealth Management held 18,560 BIL shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,560 shares
    Change vs previous 13F -6,029 shares

    0.33% of the 13F portfolio, value $1,700,838.

    13F-HR 0001803084-26-000007 filed by Adams Wealth Management
    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 24,589 shares
    Change vs previous 13F -6,109 shares

    0.49% of the 13F portfolio, value $2,253,336.

    13F-HR 0001803084-26-000003 filed by Adams Wealth Management
    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 30,698 shares
    Change vs previous 13F -4,699 shares

    0.6% of the 13F portfolio, value $2,805,183.

    13F-HR 0001803084-26-000001 filed by Adams Wealth Management
    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 35,397 shares
    Change vs previous 13F -19,795 shares

    0.7% of the 13F portfolio, value $3,247,675.

    13F-HR 0001803084-25-000010 filed by Adams Wealth Management
    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 55,192 shares
    Change vs previous 13F +40,545 shares

    0.96% of the 13F portfolio, value $5,062,762.

    13F-HR 0001803084-25-000009 filed by Adams Wealth Management
    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 14,647 shares
    Change vs previous 13F -50 shares

    0.26% of the 13F portfolio, value $1,343,569.

    13F-HR 0001803084-25-000004 filed by Adams Wealth Management
    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 14,697 shares
    Change vs previous 13F -2,395 shares

    0.26% of the 13F portfolio, value $1,343,747.

    13F-HR 0001803084-25-000001 filed by Adams Wealth Management
    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 17,092 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $1,569,217.

    13F-HR 0001803084-24-000007 filed by Adams Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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