National Wealth Management Group, LLC: BILS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of National Wealth Management Group, LLC on BILS, newest first. How the timeline and the estimate are built.
National Wealth Management Group, LLC held 10,047 BILS shares at 2026-06-30 per its 13F-HR filed 2026-07-14.
the latest 13F is the newest step
- period ended2026-06-3013F 10,047 sharesChange vs previous 13F +2,353 shares
0.31% of the 13F portfolio, value $998,425.
13F-HR 0001977723-26-000004 filed by National Wealth Management Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 7,694 sharesChange vs previous 13F +7,694 shares
0.28% of the 13F portfolio, value $765,079.
13F-HR 0001977723-26-000002 filed by National Wealth Management Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 0 sharesChange vs previous 13F -14,993 shares
13F-HR 0001848831-25-000007 filed by National Wealth Management Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-12-3113F 14,993 sharesChange vs previous 13F -2,210 shares
0.99% of the 13F portfolio, value $1,486,559.
13F-HR 0001977723-25-000001 filed by National Wealth Management Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 17,203 sharesChange vs previous 13F not available
1.16% of the 13F portfolio, value $1,713,117.
13F-HR 0001730467-24-000005 filed by National Wealth Management Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).