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Biltmore Wealth Management, LLC: BIL position timeline

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

Biltmore Wealth Management, LLC held 142,072 BIL shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 142,072 shares
    Change vs previous 13F +22,706 shares

    4.03% of the 13F portfolio, value $13,019,492.

    13F-HR 0001085146-26-000865 filed by Biltmore Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 119,366 shares
    Change vs previous 13F +57,196 shares

    3.41% of the 13F portfolio, value $10,938,692.

    13F-HR 0001598102-26-000003 filed by Biltmore 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 ended2026-03-31
    13F 62,170 shares
    Change vs previous 13F +9,289 shares

    2.03% of the 13F portfolio, value $5,697,279.

    13F-HR 0001598102-26-000002 filed by Biltmore 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 ended2025-12-31
    13F 52,881 shares
    Change vs previous 13F +407 shares

    1.82% of the 13F portfolio, value $4,832,262.

    13F-HR 0001598102-26-000001 filed by Biltmore 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 ended2025-09-30
    13F 52,474 shares
    Change vs previous 13F +29,626 shares

    1.84% of the 13F portfolio, value $4,814,535.

    13F-HR 0001598102-25-000002 filed by Biltmore 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 ended2025-06-30
    13F 22,848 shares
    Change vs previous 13F -1,931 shares

    0.85% of the 13F portfolio, value $2,095,857.

    13F-HR 0001085146-25-003687 filed by Biltmore 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 ended2025-03-31
    13F 24,779 shares
    Change vs previous 13F -1,000 shares

    0.96% of the 13F portfolio, value $2,273,013.

    13F-HR 0001085146-25-002130 filed by Biltmore 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 ended2024-12-31
    13F 25,779 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $2,356,991.

    13F-HR 0001085146-25-000166 filed by Biltmore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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