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Net Worth Advisory Group: BIL position timeline

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

Net Worth Advisory Group held 27,693 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 27,693 shares
    Change vs previous 13F -3,519 shares

    0.64% of the 13F portfolio, value $2,537,746.

    13F-HR 0001754960-26-000481 filed by Net Worth Advisory Group
    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 31,212 shares
    Change vs previous 13F -5,931 shares

    0.59% of the 13F portfolio, value $2,860,246.

    13F-HR 0001754960-26-000355 filed by Net Worth Advisory Group
    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 37,143 shares
    Change vs previous 13F -374 shares

    0.69% of the 13F portfolio, value $3,394,114.

    13F-HR 0001754960-26-000043 filed by Net Worth Advisory Group
    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 37,517 shares
    Change vs previous 13F -7,586 shares

    1% of the 13F portfolio, value $3,442,169.

    13F-HR 0001754960-25-000668 filed by Net Worth Advisory Group
    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 45,103 shares
    Change vs previous 13F -48,287 shares

    0.92% of the 13F portfolio, value $4,137,286.

    13F-HR 0001754960-25-000454 filed by Net Worth Advisory Group
    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 93,390 shares
    Change vs previous 13F +40,395 shares

    2.69% of the 13F portfolio, value $8,566,629.

    13F-HR 0001754960-25-000198 filed by Net Worth Advisory Group
    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 52,995 shares
    Change vs previous 13F +4,182 shares

    1.47% of the 13F portfolio, value $4,845,345.

    13F-HR 0001754960-25-000114 filed by Net Worth Advisory Group
    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 48,813 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $4,481,548.

    13F-HR 0001754960-24-000507 filed by Net Worth Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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