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Disclosery

Fourth Dimension Wealth, LLC: BIL position timeline

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

Fourth Dimension Wealth, LLC held 13,228 BIL shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,228 shares
    Change vs previous 13F +685 shares

    0.38% of the 13F portfolio, value $1,212,188.

    13F-HR 0002056691-26-000003 filed by Fourth Dimension Wealth, 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 12,543 shares
    Change vs previous 13F -2,810 shares

    0.44% of the 13F portfolio, value $1,149,419.

    13F-HR 0002056691-26-000002 filed by Fourth Dimension Wealth, 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 15,353 shares
    Change vs previous 13F +290 shares

    0.51% of the 13F portfolio, value $1,402,978.

    13F-HR 0002056691-26-000001 filed by Fourth Dimension Wealth, 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 15,063 shares
    Change vs previous 13F -545 shares

    0.53% of the 13F portfolio, value $1,382,022.

    13F-HR 0002056691-25-000006 filed by Fourth Dimension Wealth, 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 15,608 shares
    Change vs previous 13F +7,656 shares

    0.6% of the 13F portfolio, value $1,431,715.

    13F-HR 0002056691-25-000004 filed by Fourth Dimension Wealth, 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 7,952 shares
    Change vs previous 13F +2,758 shares

    0.35% of the 13F portfolio, value $729,436.

    13F-HR 0002056691-25-000002 filed by Fourth Dimension Wealth, 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 5,194 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $474,845.

    13F-HR 0002056691-25-000001 filed by Fourth Dimension Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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