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Disclosery

B.O.S.S. Retirement Advisors, LLC: BILZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of B.O.S.S. Retirement Advisors, LLC on BILZ, newest first. How the timeline and the estimate are built.

B.O.S.S. Retirement Advisors, LLC held 28,047 BILZ shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,047 shares
    Change vs previous 13F +22,892 shares

    0.76% of the 13F portfolio, value $2,830,798.

    13F-HR 0001964810-26-000008 filed by B.O.S.S. Retirement Advisors, 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 5,155 shares
    Change vs previous 13F -4,984 shares

    0.16% of the 13F portfolio, value $520,520.

    13F-HR 0001964810-26-000004 filed by B.O.S.S. Retirement Advisors, 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 10,139 shares
    Change vs previous 13F -31,941 shares

    0.32% of the 13F portfolio, value $1,021,695.

    13F-HR 0001964810-26-000002 filed by B.O.S.S. Retirement Advisors, 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 42,080 shares
    Change vs previous 13F +15,180 shares

    1.02% of the 13F portfolio, value $4,258,094.

    13F-HR 0001964810-25-000004 filed by B.O.S.S. Retirement Advisors, 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 26,900 shares
    Change vs previous 13F +21,397 shares

    0.68% of the 13F portfolio, value $2,722,314.

    13F-HR 0001085146-25-003968 filed by B.O.S.S. Retirement Advisors, 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 5,503 shares
    Change vs previous 13F -17,011 shares

    0.16% of the 13F portfolio, value $556,943.

    13F-HR 0001085146-25-002267 filed by B.O.S.S. Retirement Advisors, 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 22,514 shares
    Change vs previous 13F +15,672 shares

    0.63% of the 13F portfolio, value $2,269,837.

    13F-HR 0001085146-25-000378 filed by B.O.S.S. Retirement Advisors, 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 6,842 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $692,597.

    13F-HR 0001085146-24-004941 filed by B.O.S.S. Retirement Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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