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Disclosery

MN Wealth Advisors, LLC: BIL position timeline

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

MN Wealth Advisors, LLC held 0 BIL shares at 2025-06-30 per its 13F-HR filed 2025-07-31.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -34,900 shares

    13F-HR 0001992972-25-000005 filed by MN Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 34,900 shares
    Change vs previous 13F -31,552 shares

    1.88% of the 13F portfolio, value $3,201,386.

    13F-HR 0001992972-25-000002 filed by MN Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 66,452 shares
    Change vs previous 13F +11,997 shares

    3.42% of the 13F portfolio, value $6,075,751.

    13F-HR 0001992972-25-000001 filed by MN Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 54,455 shares
    Change vs previous 13F not available

    2.84% of the 13F portfolio, value $4,999,596.

    13F-HR 0001992972-24-000004 filed by MN Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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