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Birchcreek Wealth Management, LLC: BILS position timeline

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

Birchcreek Wealth Management, LLC held 163,150 BILS shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 163,150 shares
    Change vs previous 13F +3,584 shares

    6.32% of the 13F portfolio, value $16,213,825.

    13F-HR 0001951757-26-001103 filed by Birchcreek Wealth Management, 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 159,566 shares
    Change vs previous 13F +2,357 shares

    7.64% of the 13F portfolio, value $15,867,267.

    13F-HR 0001951757-26-000808 filed by Birchcreek 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 ended2025-12-31
    13F 157,209 shares
    Change vs previous 13F +23,318 shares

    7.66% of the 13F portfolio, value $15,598,234.

    13F-HR 0001951757-26-000214 filed by Birchcreek 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 ended2025-09-30
    13F 133,891 shares
    Change vs previous 13F +12,958 shares

    6.88% of the 13F portfolio, value $13,324,857.

    13F-HR 0001951757-25-001192 filed by Birchcreek 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 ended2025-06-30
    13F 120,933 shares
    Change vs previous 13F +1,425 shares

    6.81% of the 13F portfolio, value $12,024,370.

    13F-HR 0001951757-25-001045 filed by Birchcreek 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 ended2025-03-31
    13F 119,508 shares
    Change vs previous 13F +6,281 shares

    7.5% of the 13F portfolio, value $11,889,843.

    13F-HR 0001951757-25-000520 filed by Birchcreek 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 ended2024-12-31
    13F 113,227 shares
    Change vs previous 13F +37,529 shares

    7.05% of the 13F portfolio, value $11,226,448.

    13F-HR 0001951757-25-000175 filed by Birchcreek 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 ended2024-09-30
    13F 75,698 shares
    Change vs previous 13F not available

    4.94% of the 13F portfolio, value $7,538,039.

    13F-HR 0001951757-24-001182 filed by Birchcreek Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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