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Modern Wealth Management, LLC: BIL position timeline

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

Modern Wealth Management, LLC held 99,671 BIL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 99,671 shares
    Change vs previous 13F -33,524 shares

    0.11% of the 13F portfolio, value $9,133,883.

    13F-HR 0002001900-26-000007 filed by Modern 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 133,195 shares
    Change vs previous 13F +20,114 shares

    0.21% of the 13F portfolio, value $12,174,014.

    13F-HR 0002001900-26-000006 filed by Modern 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 113,081 shares
    Change vs previous 13F -61,382 shares

    0.19% of the 13F portfolio, value $10,333,327.

    13F-HR 0002001900-26-000001 filed by Modern 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 174,463 shares
    Change vs previous 13F -6,966 shares

    0.32% of the 13F portfolio, value $16,007,018.

    13F-HR 0002001900-25-000023 filed by Modern Wealth Management, 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/A 181,429 shares
    Change vs previous 13F -515,744 shares

    0.41% of the 13F portfolio, value $16,642,486.

    13F-HR/A 0002001900-25-000022 filed by Modern Wealth Management, 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/A 697,173 shares
    Change vs previous 13F +579,318 shares

    2.04% of the 13F portfolio, value $63,951,692.

    13F-HR/A 0002001900-25-000019 filed by Modern Wealth Management, 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/A 117,855 shares
    Change vs previous 13F -27,495 shares

    0.4% of the 13F portfolio, value $10,775,497.

    13F-HR/A 0002001900-25-000017 filed by Modern Wealth Management, 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/A 145,350 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $13,344,541.

    13F-HR/A 0002001900-25-000015 filed by Modern Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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