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IAMS WEALTH MANAGEMENT, LLC: BIL position timeline

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

IAMS WEALTH MANAGEMENT, LLC held 76,972 BIL shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 76,972 shares
    Change vs previous 13F -15,527 shares

    2.12% of the 13F portfolio, value $7,053,880.

    13F-HR 0001998182-26-000003 filed by IAMS 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 92,499 shares
    Change vs previous 13F +15,833 shares

    2.95% of the 13F portfolio, value $8,476,746.

    13F-HR 0001998182-26-000002 filed by IAMS 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 76,666 shares
    Change vs previous 13F -12,627 shares

    2.53% of the 13F portfolio, value $7,005,854.

    13F-HR 0001998182-26-000001 filed by IAMS 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 89,293 shares
    Change vs previous 13F +13,524 shares

    3.29% of the 13F portfolio, value $8,192,878.

    13F-HR 0001998182-25-000003 filed by IAMS 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 75,769 shares
    Change vs previous 13F -1,592 shares

    3.19% of the 13F portfolio, value $6,950,501.

    13F-HR 0001085146-25-003783 filed by IAMS 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 77,361 shares
    Change vs previous 13F -9,480 shares

    3.25% of the 13F portfolio, value $7,096,443.

    13F-HR 0001085146-25-001999 filed by IAMS 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 86,841 shares
    Change vs previous 13F -24,367 shares

    3.64% of the 13F portfolio, value $7,940,015.

    13F-HR 0001085146-25-000432 filed by IAMS 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 111,208 shares
    Change vs previous 13F not available

    5.01% of the 13F portfolio, value $10,210,088.

    13F-HR 0001085146-24-004845 filed by IAMS WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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