Base Wealth Management LLC: BILZ position timeline

Base Wealth Management LLC held 7,763 BILZ 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 7,763 shares

   Change vs previous 13F -360 shares

   0.36% of the 13F portfolio, value $783,548.

   13F-HR 0002083977-26-000005 filed by Base Wealth Management LLC
   Filed 2026-07-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 8,123 shares

   Change vs previous 13F -27,650 shares

   0.46% of the 13F portfolio, value $820,190.

   13F-HR 0002083977-26-000004 filed by Base Wealth Management LLC
   Filed 2026-04-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 35,773 shares

   Change vs previous 13F -18,323 shares

   1.94% of the 13F portfolio, value $3,604,622.

   13F-HR 0002083977-26-000002 filed by Base Wealth Management LLC
   Filed 2026-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 54,096 shares

   Change vs previous 13F -2,937 shares

   3.12% of the 13F portfolio, value $5,473,999.

   13F-HR 0002083977-25-000003 filed by Base Wealth Management LLC
   Filed 2025-10-20 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 57,033 shares

   Change vs previous 13F not available

   3.7% of the 13F portfolio, value $5,771,689.

   13F-HR 0002083977-25-000002 filed by Base Wealth Management LLC
   Filed 2025-09-19 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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