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Innovative Advisory Group, LLC: BIL position timeline

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

Innovative Advisory Group, LLC held 906,892 BIL shares at 2026-06-30 per its 13F-HR filed 2026-09-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 906,892 shares
    Change vs previous 13F +189,905 shares

    63.51% of the 13F portfolio, value $83,107,540.

    13F-HR 0001754960-26-000803 filed by Innovative Advisory Group, LLC
    Accepted , ingested

  2. period ended2026-03-31
    13F 716,987 shares
    Change vs previous 13F +592,827 shares

    57.91% of the 13F portfolio, value $65,704,651.

    13F-HR 0001754960-26-000804 filed by Innovative Advisory Group, LLC
    Accepted , ingested

  3. period ended2025-12-31
    13F 124,160 shares
    Change vs previous 13F -109,546 shares

    7.44% of the 13F portfolio, value $11,345,772.

    13F-HR 0001754960-26-000810 filed by Innovative Advisory Group, LLC
    Accepted , ingested

  4. period ended2025-09-30
    13F 233,706 shares
    Change vs previous 13F -130,994 shares

    14.08% of the 13F portfolio, value $21,442,527.

    13F-HR 0001754960-26-000809 filed by Innovative Advisory Group, LLC
    Accepted , ingested

  5. period ended2025-06-30
    13F 364,700 shares
    Change vs previous 13F +7,968 shares

    28.67% of the 13F portfolio, value $33,453,944.

    13F-HR 0001754960-26-000808 filed by Innovative Advisory Group, LLC
    Accepted , ingested

  6. period ended2025-03-31
    13F 356,732 shares
    Change vs previous 13F +11,905 shares

    31.07% of the 13F portfolio, value $32,723,012.

    13F-HR 0001754960-26-000807 filed by Innovative Advisory Group, LLC
    Accepted , ingested

  7. period ended2024-12-31
    13F 344,827 shares
    Change vs previous 13F not available

    28.11% of the 13F portfolio, value $31,527,578.

    13F-HR 0001754960-26-000806 filed by Innovative Advisory Group, LLC
    Accepted , ingested