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Disclosery

Five Pine Wealth Management: BIL position timeline

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

Five Pine Wealth Management held 5,571 BIL shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,571 shares
    Change vs previous 13F -3,360 shares

    0.29% of the 13F portfolio, value $510,567.

    13F-HR 0001754960-26-000761 filed by Five Pine Wealth Management
    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 8,931 shares
    Change vs previous 13F -3,671 shares

    0.51% of the 13F portfolio, value $818,477.

    13F-HR 0001754960-26-000272 filed by Five Pine Wealth Management
    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 12,602 shares
    Change vs previous 13F -8,644 shares

    0.74% of the 13F portfolio, value $1,151,526.

    13F-HR 0001754960-26-000103 filed by Five Pine Wealth Management
    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 21,246 shares
    Change vs previous 13F -2,696 shares

    1.32% of the 13F portfolio, value $1,949,350.

    13F-HR 0001754960-25-000653 filed by Five Pine Wealth Management
    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 23,942 shares
    Change vs previous 13F -5,676 shares

    1.63% of the 13F portfolio, value $2,196,184.

    13F-HR 0001754960-25-000394 filed by Five Pine Wealth Management
    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 29,618 shares
    Change vs previous 13F +7,592 shares

    2.21% of the 13F portfolio, value $2,716,816.

    13F-HR 0001754960-25-000219 filed by Five Pine Wealth Management
    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 22,026 shares
    Change vs previous 13F not available

    1.7% of the 13F portfolio, value $2,013,874.

    13F-HR 0001754960-25-000059 filed by Five Pine Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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