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National Wealth Management Group, LLC: BIL position timeline

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

National Wealth Management Group, LLC held 66,813 BIL shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 66,813 shares
    Change vs previous 13F +10,280 shares

    1.89% of the 13F portfolio, value $6,122,727.

    13F-HR 0001977723-26-000004 filed by National Wealth Management Group, 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 56,533 shares
    Change vs previous 13F +40,656 shares

    1.93% of the 13F portfolio, value $5,180,641.

    13F-HR 0001977723-26-000002 filed by National Wealth Management Group, 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 15,877 shares
    Change vs previous 13F +2,709 shares

    0.5% of the 13F portfolio, value $1,450,857.

    13F-HR 0001977723-26-000001 filed by National Wealth Management Group, 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 13,168 shares
    Change vs previous 13F +1,426 shares

    0.46% of the 13F portfolio, value $1,208,208.

    13F-HR 0001977723-25-000006 filed by National Wealth Management Group, 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 11,742 shares
    Change vs previous 13F +1,932 shares

    0.6% of the 13F portfolio, value $1,077,099.

    13F-HR 0001977723-25-000004 filed by National Wealth Management Group, 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 9,810 shares
    Change vs previous 13F -32,266 shares

    0.59% of the 13F portfolio, value $899,891.

    13F-HR 0001848831-25-000007 filed by National Wealth Management Group, 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 42,076 shares
    Change vs previous 13F -21,520 shares

    2.56% of the 13F portfolio, value $3,846,967.

    13F-HR 0001977723-25-000001 filed by National Wealth Management Group, 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 63,596 shares
    Change vs previous 13F not available

    3.95% of the 13F portfolio, value $5,838,748.

    13F-HR 0001730467-24-000005 filed by National Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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