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Disclosery

Biltmore Wealth Management, LLC: WY position timeline

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

Biltmore Wealth Management, LLC held 25,970 WY 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 25,970 shares
    Change vs previous 13F -823 shares

    0.15% of the 13F portfolio, value $494,727.

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

  2. period ended2026-06-30
    13F 26,793 shares
    Change vs previous 13F +2,342 shares

    0.2% of the 13F portfolio, value $641,434.

    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 24,451 shares
    Change vs previous 13F +360 shares

    0.21% of the 13F portfolio, value $597,333.

    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 24,091 shares
    Change vs previous 13F +155 shares

    0.22% of the 13F portfolio, value $570,711.

    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 23,936 shares
    Change vs previous 13F +5,141 shares

    0.23% of the 13F portfolio, value $593,385.

    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 18,795 shares
    Change vs previous 13F +70 shares

    0.2% of the 13F portfolio, value $482,838.

    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 18,725 shares
    Change vs previous 13F -110 shares

    0.23% of the 13F portfolio, value $548,263.

    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 18,835 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $530,201.

    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).