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Blake Schutter Theil Wealth Advisors, LLC: NIM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Blake Schutter Theil Wealth Advisors, LLC on NIM, newest first. How the timeline and the estimate are built.

Blake Schutter Theil Wealth Advisors, LLC held 200,058 NIM shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 200,058 shares
    Change vs previous 13F +18,631 shares

    1.27% of the 13F portfolio, value $1,884,546.

    13F-HR 0002042011-26-000003 filed by Blake Schutter Theil Wealth Advisors, 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 181,427 shares
    Change vs previous 13F +20,878 shares

    1.4% of the 13F portfolio, value $1,714,485.

    13F-HR 0002042011-26-000002 filed by Blake Schutter Theil Wealth Advisors, 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 160,549 shares
    Change vs previous 13F +31,457 shares

    1.23% of the 13F portfolio, value $1,494,711.

    13F-HR 0002042011-26-000001 filed by Blake Schutter Theil Wealth Advisors, 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 129,092 shares
    Change vs previous 13F +18,060 shares

    1.18% of the 13F portfolio, value $1,195,392.

    13F-HR 0002042011-25-000006 filed by Blake Schutter Theil Wealth Advisors, 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 111,032 shares
    Change vs previous 13F +19,950 shares

    1.14% of the 13F portfolio, value $1,005,950.

    13F-HR 0002042011-25-000004 filed by Blake Schutter Theil Wealth Advisors, 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 91,082 shares
    Change vs previous 13F +18,805 shares

    0.96% of the 13F portfolio, value $848,884.

    13F-HR 0002042011-25-000002 filed by Blake Schutter Theil Wealth Advisors, 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 72,277 shares
    Change vs previous 13F 0 shares

    0.66% of the 13F portfolio, value $629,533.

    13F-HR 0002042011-25-000001 filed by Blake Schutter Theil Wealth Advisors, 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 72,277 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $669,285.

    13F-HR 0002042011-24-000001 filed by Blake Schutter Theil Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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