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Gitterman Wealth Management, LLC: BIL position timeline

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

Gitterman Wealth Management, LLC held 424,957 BIL shares at 2025-09-30 per its 13F-HR filed 2025-11-04.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 424,957 shares
    Change vs previous 13F +19,392 shares

    8.93% of the 13F portfolio, value $38,989,880.

    13F-HR 0001172661-25-004565 filed by Gitterman 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 ended2025-06-30
    13F 405,565 shares
    Change vs previous 13F +2,540 shares

    8.67% of the 13F portfolio, value $37,202,513.

    13F-HR 0001172661-25-003057 filed by Gitterman 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 ended2025-03-31
    13F 403,025 shares
    Change vs previous 13F +131,060 shares

    9.82% of the 13F portfolio, value $36,969,417.

    13F-HR 0001172661-25-001806 filed by Gitterman 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 ended2024-12-31
    13F 271,965 shares
    Change vs previous 13F +45 shares

    10.39% of the 13F portfolio, value $24,865,550.

    13F-HR 0001172661-25-000607 filed by Gitterman 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 ended2024-09-30
    13F 271,920 shares
    Change vs previous 13F -3,472 shares

    10.41% of the 13F portfolio, value $24,964,950.

    13F-HR 0001172661-24-004642 filed by Gitterman 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 ended2024-06-30
    13F 275,392 shares
    Change vs previous 13F -1,815 shares

    9.74% of the 13F portfolio, value $25,275,808.

    13F-HR 0001172661-24-003220 filed by Gitterman 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 ended2024-03-31
    13F 277,207 shares
    Change vs previous 13F not available

    9.86% of the 13F portfolio, value $25,447,335.

    13F-HR 0001172661-24-002066 filed by Gitterman Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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