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MOKAN Wealth Management Inc.: BIL position timeline

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

MOKAN Wealth Management Inc. held 167,624 BIL shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 167,624 shares
    Change vs previous 13F +11,106 shares

    5.87% of the 13F portfolio, value $15,361,538.

    13F-HR 0002053727-26-000003 filed by MOKAN Wealth Management Inc.
    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 156,518 shares
    Change vs previous 13F +3,442 shares

    6.35% of the 13F portfolio, value $14,343,651.

    13F-HR 0002053727-26-000002 filed by MOKAN Wealth Management Inc.
    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 153,076 shares
    Change vs previous 13F +14,814 shares

    6.21% of the 13F portfolio, value $13,988,036.

    13F-HR 0002053727-26-000001 filed by MOKAN Wealth Management Inc.
    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 138,262 shares
    Change vs previous 13F +4,806 shares

    6.38% of the 13F portfolio, value $12,685,563.

    13F-HR 0002053727-25-000002 filed by MOKAN Wealth Management Inc.
    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 133,456 shares
    Change vs previous 13F +10,609 shares

    6.84% of the 13F portfolio, value $12,242,208.

    13F-HR 0001085146-25-004166 filed by MOKAN Wealth Management Inc.
    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 122,847 shares
    Change vs previous 13F +6,661 shares

    6.79% of the 13F portfolio, value $11,267,920.

    13F-HR 0001085146-25-002264 filed by MOKAN Wealth Management Inc.
    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 116,186 shares
    Change vs previous 13F not available

    6.76% of the 13F portfolio, value $10,622,796.

    13F-HR 0001085146-25-000648 filed by MOKAN Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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