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Forza Wealth Management, LLC: BIL position timeline

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

Forza Wealth Management, LLC held 56,233 BIL shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 56,233 shares
    Change vs previous 13F -8,410 shares

    1.58% of the 13F portfolio, value $5,153,192.

    13F-HR 0001963030-26-000003 filed by Forza 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 64,643 shares
    Change vs previous 13F -1,135 shares

    2.06% of the 13F portfolio, value $5,923,885.

    13F-HR 0001963030-26-000002 filed by Forza 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 65,778 shares
    Change vs previous 13F +735 shares

    2.17% of the 13F portfolio, value $6,010,794.

    13F-HR 0001963030-26-000001 filed by Forza 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 65,043 shares
    Change vs previous 13F +160 shares

    2.29% of the 13F portfolio, value $5,967,695.

    13F-HR 0001963030-25-000012 filed by Forza 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 64,883 shares
    Change vs previous 13F -1,290 shares

    2.44% of the 13F portfolio, value $5,951,718.

    13F-HR 0001963030-25-000005 filed by Forza 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 66,173 shares
    Change vs previous 13F -27,251 shares

    2.73% of the 13F portfolio, value $6,070,049.

    13F-HR 0001963030-25-000003 filed by Forza 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 93,424 shares
    Change vs previous 13F +62,983 shares

    3.89% of the 13F portfolio, value $8,541,756.

    13F-HR 0001963030-25-000001 filed by Forza 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 30,441 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $2,794,788.

    13F-HR 0001963030-24-000006 filed by Forza Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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