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Disclosery

LPL Financial LLC: BILZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LPL Financial LLC on BILZ, newest first. How the timeline and the estimate are built.

LPL Financial LLC held 318,743 BILZ 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 318,743 shares
    Change vs previous 13F +3,101 shares

    0.01% of the 13F portfolio, value $32,170,743.

    13F-HR 0001403438-26-000004 filed by LPL Financial 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 315,642 shares
    Change vs previous 13F +91,002 shares

    0.01% of the 13F portfolio, value $31,870,361.

    13F-HR 0001403438-26-000002 filed by LPL Financial 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 224,640 shares
    Change vs previous 13F -100,217 shares

    0.01% of the 13F portfolio, value $22,635,897.

    13F-HR 0001403438-26-000001 filed by LPL Financial 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 324,857 shares
    Change vs previous 13F -132,843 shares

    0.01% of the 13F portfolio, value $32,872,328.

    13F-HR 0001403438-25-000006 filed by LPL Financial 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 457,700 shares
    Change vs previous 13F +216,164 shares

    0.02% of the 13F portfolio, value $46,319,210.

    13F-HR 0001403438-25-000005 filed by LPL Financial 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 241,536 shares
    Change vs previous 13F +188,169 shares

    0.01% of the 13F portfolio, value $24,443,408.

    13F-HR 0001403438-25-000003 filed by LPL Financial 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 53,367 shares
    Change vs previous 13F +433 shares

    <0.01% of the 13F portfolio, value $5,380,468.

    13F-HR 0001403438-25-000002 filed by LPL Financial 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 52,934 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,358,003.

    13F-HR 0001403438-24-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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