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Kassira Wealth Management LLC: BIL position timeline

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

Kassira Wealth Management LLC held 76,040 BIL shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 76,040 shares
    Change vs previous 13F +12,013 shares

    5.6% of the 13F portfolio, value $6,968,288.

    13F-HR 0002095972-26-000003 filed by Kassira 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 64,027 shares
    Change vs previous 13F -22,606 shares

    5.39% of the 13F portfolio, value $5,867,444.

    13F-HR 0002095972-26-000002 filed by Kassira 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 86,633 shares
    Change vs previous 13F -2,402 shares

    7.51% of the 13F portfolio, value $7,916,527.

    13F-HR 0002095972-26-000001 filed by Kassira 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 89,035 shares
    Change vs previous 13F not available

    7.87% of the 13F portfolio, value $8,168,987.

    13F-HR 0002095972-25-000001 filed by Kassira Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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