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Disclosery

LPWM LLC: BIL position timeline

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

LPWM LLC held 30,932 BIL shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,932 shares
    Change vs previous 13F -795 shares

    0.63% of the 13F portfolio, value $2,834,629.

    13F-HR 0001951757-26-001044 filed by LPWM 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 31,727 shares
    Change vs previous 13F -753 shares

    0.73% of the 13F portfolio, value $2,907,496.

    13F-HR 0001951757-26-000557 filed by LPWM 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 32,480 shares
    Change vs previous 13F -2,010 shares

    0.75% of the 13F portfolio, value $2,968,009.

    13F-HR 0001951757-26-000010 filed by LPWM 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 34,490 shares
    Change vs previous 13F +14,367 shares

    0.84% of the 13F portfolio, value $3,164,458.

    13F-HR 0001951757-25-001174 filed by LPWM 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 20,123 shares
    Change vs previous 13F +5,513 shares

    0.54% of the 13F portfolio, value $1,845,883.

    13F-HR 0001951757-25-000587 filed by LPWM 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 14,610 shares
    Change vs previous 13F -6,600 shares

    0.43% of the 13F portfolio, value $1,340,175.

    13F-HR 0001951757-25-000345 filed by LPWM 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 21,210 shares
    Change vs previous 13F +14,518 shares

    0.62% of the 13F portfolio, value $1,939,230.

    13F-HR 0001951757-25-000018 filed by LPWM 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 6,692 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $612,251.

    13F-HR 0001951757-24-000983 filed by LPWM LLC
    Filed (acceptance time not in the bulk data set), ingested

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