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MOKAN Wealth Management Inc.: BILS position timeline

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

MOKAN Wealth Management Inc. held 145,546 BILS 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 145,546 shares
    Change vs previous 13F +10,190 shares

    5.53% of the 13F portfolio, value $14,464,141.

    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 135,356 shares
    Change vs previous 13F +5,465 shares

    5.96% of the 13F portfolio, value $13,459,846.

    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 129,891 shares
    Change vs previous 13F +13,896 shares

    5.72% of the 13F portfolio, value $12,887,635.

    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 115,995 shares
    Change vs previous 13F +4,924 shares

    5.81% of the 13F portfolio, value $11,543,785.

    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 111,071 shares
    Change vs previous 13F +7,761 shares

    6.17% of the 13F portfolio, value $11,044,048.

    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 103,310 shares
    Change vs previous 13F +5,314 shares

    6.19% of the 13F portfolio, value $10,278,453.

    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 97,996 shares
    Change vs previous 13F not available

    6.18% of the 13F portfolio, value $9,716,231.

    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).