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Biltmore Wealth Management, LLC: BILZ position timeline

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

Biltmore Wealth Management, LLC held 268,661 BILZ 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 268,661 shares
    Change vs previous 13F +5,024 shares

    8.4% of the 13F portfolio, value $27,110,563.

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

  2. period ended2026-06-30
    13F 263,637 shares
    Change vs previous 13F +80,216 shares

    8.31% of the 13F portfolio, value $26,608,852.

    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 183,421 shares
    Change vs previous 13F +177,364 shares

    6.59% of the 13F portfolio, value $18,519,977.

    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 6,057 shares
    Change vs previous 13F +65 shares

    0.23% of the 13F portfolio, value $610,296.

    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 5,992 shares
    Change vs previous 13F +65 shares

    0.23% of the 13F portfolio, value $606,314.

    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 5,927 shares
    Change vs previous 13F +61 shares

    0.24% of the 13F portfolio, value $599,812.

    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 5,866 shares
    Change vs previous 13F +60 shares

    0.25% of the 13F portfolio, value $593,614.

    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 5,806 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $585,331.

    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).