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Disclosery

Axim Planning & Wealth: BIL position timeline

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

Axim Planning & Wealth held 24,316 BIL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,316 shares
    Change vs previous 13F -1,005 shares

    3.15% of the 13F portfolio, value $2,228,333.

    13F-HR 0001941040-26-000598 filed by Axim Planning & Wealth
    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 25,321 shares
    Change vs previous 13F +7,749 shares

    2.83% of the 13F portfolio, value $2,320,382.

    13F-HR 0001941040-26-000358 filed by Axim Planning & Wealth
    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 17,572 shares
    Change vs previous 13F +7,816 shares

    1.71% of the 13F portfolio, value $1,605,696.

    13F-HR 0001941040-26-000158 filed by Axim Planning & Wealth
    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 9,756 shares
    Change vs previous 13F +9,756 shares

    0.71% of the 13F portfolio, value $895,113.

    13F-HR 0001941040-25-000593 filed by Axim Planning & Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 0 shares
    Change vs previous 13F not available

    13F-HR 0001941040-24-000468 filed by Axim Planning & Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.