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Austin Wealth Management, LLC: BILS position timeline

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

Austin Wealth Management, LLC held 11,924 BILS shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,924 shares
    Change vs previous 13F -5,254 shares

    0.25% of the 13F portfolio, value $1,184,172.

    13F-HR 0002003112-26-000007 filed by Austin 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 17,178 shares
    Change vs previous 13F -88,610 shares

    0.39% of the 13F portfolio, value $1,704,058.

    13F-HR 0002003112-26-000004 filed by Austin 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 105,788 shares
    Change vs previous 13F -9,176 shares

    1.55% of the 13F portfolio, value $10,503,656.

    13F-HR 0002003112-26-000001 filed by Austin 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 114,964 shares
    Change vs previous 13F -2,070 shares

    1.79% of the 13F portfolio, value $11,430,865.

    13F-HR 0002003112-25-000004 filed by Austin 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 117,034 shares
    Change vs previous 13F -3,537 shares

    2.07% of the 13F portfolio, value $11,634,350.

    13F-HR 0001085146-25-004694 filed by Austin 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 120,571 shares
    Change vs previous 13F -1,118 shares

    2.4% of the 13F portfolio, value $11,984,757.

    13F-HR 0001085146-25-002519 filed by Austin 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 121,689 shares
    Change vs previous 13F +25,373 shares

    2.51% of the 13F portfolio, value $12,092,236.

    13F-HR 0001085146-25-000924 filed by Austin 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 96,316 shares
    Change vs previous 13F not available

    2.1% of the 13F portfolio, value $9,556,474.

    13F-HR 0001085146-24-005175 filed by Austin Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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