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Bridgewealth Advisory Group, LLC: BILZ position timeline

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

Bridgewealth Advisory Group, LLC held 69,673 BILZ shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 69,673 shares
    Change vs previous 13F -2,659 shares

    1.33% of the 13F portfolio, value $7,032,096.

    13F-HR 0001172661-26-002825 filed by Bridgewealth Advisory Group, 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 72,332 shares
    Change vs previous 13F -6,032 shares

    1.51% of the 13F portfolio, value $7,303,362.

    13F-HR 0001172661-26-001987 filed by Bridgewealth Advisory Group, 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 78,364 shares
    Change vs previous 13F -19,492 shares

    1.74% of the 13F portfolio, value $7,896,348.

    13F-HR 0001172661-26-000475 filed by Bridgewealth Advisory Group, 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 97,856 shares
    Change vs previous 13F +13,119 shares

    2.3% of the 13F portfolio, value $9,902,049.

    13F-HR 0001172661-25-004388 filed by Bridgewealth Advisory Group, 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 84,737 shares
    Change vs previous 13F +55,382 shares

    2.18% of the 13F portfolio, value $8,575,384.

    13F-HR 0001172661-25-002862 filed by Bridgewealth Advisory Group, 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 29,355 shares
    Change vs previous 13F -52,361 shares

    3.9% of the 13F portfolio, value $2,970,726.

    13F-HR 0001172661-25-001724 filed by Bridgewealth Advisory Group, 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 81,716 shares
    Change vs previous 13F +22,427 shares

    2.33% of the 13F portfolio, value $8,250,865.

    13F-HR 0001172661-25-001257 filed by Bridgewealth Advisory Group, 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 59,289 shares
    Change vs previous 13F not available

    2.18% of the 13F portfolio, value $6,001,233.

    13F-HR 0001172661-24-004645 filed by Bridgewealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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