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HERITAGE OAK WEALTH ADVISORS LLC: BIL position timeline

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

HERITAGE OAK WEALTH ADVISORS LLC held 328,312 BIL shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 328,312 shares
    Change vs previous 13F -179,258 shares

    9.23% of the 13F portfolio, value $30,086,484.

    13F-HR 0002035533-26-000006 filed by HERITAGE OAK WEALTH ADVISORS LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 507,570 shares
    Change vs previous 13F +195,713 shares

    13.77% of the 13F portfolio, value $46,513,700.

    13F-HR 0002035533-26-000003 filed by HERITAGE OAK WEALTH ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 311,857 shares
    Change vs previous 13F +64,500 shares

    9.08% of the 13F portfolio, value $28,578,575.

    13F-HR 0002035533-26-000002 filed by HERITAGE OAK WEALTH ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 247,357 shares
    Change vs previous 13F +44,947 shares

    8.36% of the 13F portfolio, value $22,603,483.

    13F-HR 0002035533-26-000001 filed by HERITAGE OAK WEALTH ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 202,410 shares
    Change vs previous 13F +91,726 shares

    6.75% of the 13F portfolio, value $18,571,118.

    13F-HR 0002035533-25-000006 filed by HERITAGE OAK WEALTH ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 110,684 shares
    Change vs previous 13F +69,152 shares

    3.92% of the 13F portfolio, value $10,153,043.

    13F-HR 0002035533-25-000003 filed by HERITAGE OAK WEALTH ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 41,532 shares
    Change vs previous 13F -140,944 shares

    1.67% of the 13F portfolio, value $3,809,730.

    13F-HR 0002036775-25-000004 filed by HERITAGE OAK WEALTH ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 182,476 shares
    Change vs previous 13F not available

    7.84% of the 13F portfolio, value $16,683,781.

    13F-HR 0002035533-25-000001 filed by HERITAGE OAK WEALTH ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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